Our Brands
A comprehensive ecosystem of financial services companies working together to serve clients across multiple touchpoints
Sharper Image Financial Services, LLC
A Colorado-based registered investment advisor providing comprehensive wealth management and financial planning services tailored to help clients achieve their long-term financial goals. Our team of experienced advisors works closely with each client to develop personalized strategies that align with their unique financial situation and aspirations.
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TrueInsights CFO, LLC
Providing fractional CFO services and strategic financial consulting to help businesses optimize their financial operations and drive sustainable growth. We partner with organizations of all sizes to deliver executive-level financial expertise without the full-time commitment, enabling smarter decisions and better outcomes.
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Sharper Image Tax Services, LLC
Flat-fee individual and business tax preparation, never more than $600. Sharper Image Tax Services prepares individual returns, Schedule C returns for single-member LLCs, and partnership, S-corp, and C-corp returns. Tax planning and advice are referred to CPA partners.
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GenEra Wealth, LLC
A new era of generational wealth planning. Independent advice for families with complex financial lives: investments, planning, education funding, and tax and estate coordination.
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