Myra
Salzer
The Wealth Conservancy, Inc
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About this Advisor
Myra Salzer is a certified financial planner working in Boulder, Colorado who has 24 years of industry experience. Salzer is currently employed by The Wealth Conservancy, Inc. They have worked at The Wealth Conservancy, Inc for their entire career. Salzer can serve investors in Colorado and Texas. The Wealth Conservancy, Inc is a registered investment company based in Boulder, CO. It has $183 million in total assets between its 220 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 220 accounts, 45% are associated with high-net-worth individuals who have more than $1 million in investable assets. The Wealth Conservancy, Inc offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advisory services usually are based on the type of financial services. Fee types billed by The Wealth Conservancy, Inc can be comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Wealth Conservancy, Inc Brokerage Details
$183,143,232
6
220
$832,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Myra Salzer Work History
Myra has been registered as a financial advisor for 24 years.*
The Wealth Conservancy, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Myra Salzer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Wealth Conservancy, Inc
Boulder, CO
Boulder, CO
Boulder, CO
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
