Our Firm | Right Course Wealth Management | Independent, Fiduciary Planning

About Us

Reach Your Destination With A Partner To Keep You On Course

Based in Colorado Springs, Right Course Wealth Management works with clients across the Front Range and the US, bringing a disciplined, hands-on approach shaped by decades of experience and clear, straightforward guidance. The team combines advanced credentials, including the CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant®, and Retirement Income Certified Professional® designations, as well as broad investment and insurance licensing to deliver advice that is both technically sound and genuinely personal. Clients stick with us for our straight answers, active management, and a partner who takes responsibility for outcomes.

Actively Engaged In Your Full Financial Life

At Right Course, portfolios are managed internally, not handed off to third-party managers. We believe that if we are responsible for a client’s financial future, we should also be responsible for the decisions driving it. That means actively monitoring markets, adjusting portfolios as conditions change, and owning both the strategy and the results.

Goals Come First, Then Strategy Follows

We begin with a goals-based plan designed to clarify where clients are today and where they want to go. Using planning tools to bring all accounts into one clear picture, we identify priorities, uncover inefficiencies, and highlight practical next steps. The result is a strategy that adapts as life changes, helping clients stay focused on what matters.

Our Core Values

These principles shape how our firm works with clients and why relationships here tend to last.

Active, Hands-On Management

Our firm manages portfolios in-house with a hands-on approach. Clients deserve the efficiency and value that comes from a portfolio centered on their unique hopes and dreams.

Goals-Based Growth

We start every relationship with a goal-based plan so you have a clear direction, priorities, and next steps. From there, we focus on growth, helping you get the most value from your strategy as you move forward.

Holistic, Whole-Picture Thinking

When it comes to moving toward the future, your entire wealth picture matters. We take a holistic path, from planning to protection, to give you a sense of security at every step.

Everyone Deserves Help

Whether you’re starting small or bringing a complex portfolio, we’re here to help. We advise and make recommendations in simple language and work with you to stay on track when life happens.

Get Clear. Stay Focused. Move Forward With Confidence.

If you’re tired of scattered accounts, confusing advice, or feeling unsure about your next move, we can help. A conversation is often all it takes to start getting things back on track.

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Never Miss A Next Step

Financial decisions don’t live in silos, and neither should the planning process. We analyze investments, retirement income, taxes, insurance, and major life transitions to understand the full picture. Our approach is grounded in clear communication, which simplifies complexity, reduces uncertainty, and helps clients stay confident as life unfolds.

Working Together With Right Course Wealth Management

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Focusing On Growth To Get You The Most Value

Our Approach

Experienced Professionals Who Guide The Course

Meet Our Team

Get Clear Direction, Priorities & Next Steps

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