Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Investment Planning

Every day, you’re probably engaging in small, subconscious acts of investment planning. With seemingly endless tasks and a limited amount of time available, planning how you invest your time helps ensure you’re making the most of the hours you have available.
 

Retirement Income Planning

When you no longer are receiving a paycheck at work, you need a plan to replace that income. An ill-prepared retirement income plan is bound to be filled with financial stress and chaos, instead of a life of thriving.
 

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.

About Thrivera Wealth Partners


Thrivera Wealth Partners is a partnership between Denise Green and Monica Schmitt, both Series 7 and Series 66 licensed Financial Advisors. While they both live in Colorado, just on different sides of the Rocky Mountains, Denise and Monica have been collaborating since the summer of 2012 after having met at a professional conference; the two had an instant connection. In each other, they saw a love for their clients as people; recognizing the joys and fears alike that their clients express and the desire to help clients achieve those goals while being tuned into the amount of risk each client can handle.

Our Story  Our Team

Monica and Denise

How can we help?

Find out how we can help you reach your financial freedom.

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