You’ve built something worth protecting. As life grows more complex, it’s harder to focus on what matters most. Most financial advice adds noise. Perspective Wealth creates space. We zoom out to get a mile high view and see the full picture, then dive into every detail. No stone unturned. No dream too big. We’re more than advisors. We’re your advocates.
Full-picture advice.
Designed to optimize your finances.
And relieve your stress.
After that first
meeting with the
team, it felt
different.
What Sets Us Apart
| Capability | Perspective | Traditional Advisor | Investment Advisor |
|---|---|---|---|
| Advanced Tax Planning, Strategy & CPA Tax Prep | |||
| Equity and Exec Comp Expertise | |||
| Retirement Planning | |||
| In-house Estate Planning | |||
| Business Valuation and Exit Planning | |||
| Portfolio Strategy | |||
| Real Estate Consulting |
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Services vary by firm. The comparison above reflects our experience with commonly offered services but may not apply to every advisor.
The
Perspective
Path
We have eyes on everything—your investments, your taxes, your estate, your business—and bring it together into one plan.
We call our process the Perspective Path: three thoughtful steps designed to bring order to complexity and help you move forward with purpose.
From Our
Founder
I grew up on a farm, where faith and hard work shaped everything we did. When my family lost it, I saw how quickly financial loss can add weight to life.
I started Perspective Wealth to help others carry less of that burden.
With Christ as our compass and stewardship our calling, we believe in caring deeply for what we’ve been given, and helping our clients do the same.
— Steven Weigandt, CEO
FAQ
If you’re looking for more than just investment management, if you want a partner who will deeply understand your full financial life and walk alongside you through life’s major decisions, then yes, you’re likely a great fit. We work best with business owners, executives, and families who value stewardship, trust, and proactive planning.
Our team brings technical expertise across financial planning, tax strategy, estate planning, and investment management. Our advisors include CFP® professionals and CPAs with years of experience navigating everything from tax strategies for private equity holders to integrating your estate planning with your retirement goals.
Yes. Tax planning is deeply integrated into our process—from analyzing your return to reducing your tax burden and avoiding overpaying. If your current advisor isn’t reading your tax return or thinking through options like tax-efficient giving strategies, they’re missing half the picture.
We believe in transparent pricing and tailored services. Depending on your needs, we offer both flat-fee financial planning and asset-based management models. There’s no pressure, no product pushing, just clarity around what you’re paying and the value you receive. We’ll walk you through every detail before you ever commit to anything.
While our headquarters is in Loveland, Northern Colorado, we work with clients across the country. We meet virtually, in person, or both — whatever works best for you.
Once we talk, you’ll see the difference.
95% of people become ongoing clients after consult.
This figure is based on internal firm data for consults conducted between January 2025 and December 2025. Individual decisions to engage our firm vary based on personal circumstances. Past engagement rates are not indicative of future results and should not be construed as a guarantee of client experience.