RICHARD MOWER

Professional Experience:

Richard is co-founder, (LPL) Registered Principal and Managing Partner of Meridian Wealth Management in Boulder, Colorado. As a Certified Financial Planner™ professional, he specializes in family wealth planning and asset management utilizing hedging, monetizing and diversification strategies.

Richard began his career as a Financial Advisor with Morgan Stanley and most recently spent ten years as a Financial Consultant in the Private Client Group of Wells Fargo Bank assisting corporate executives, business owners and wealthy families with strategic and alternative wealth planning.

Professional Designations and Licenses:

Certified Financial Planner™ (CFP®)
Licensed Investment Advisor (Series 65)
General Securities Principal (Series 24)
Registered Securities Representative (Series 7)
Licensed Insurance Producer

Process:

His process is twofold. First, Richard focuses on each client’s unique values and core principles. These ideals provide the context for the more tangible financial needs, goals and objectives. Next, Richard employs and embraces Modern Portfolio Theory. Asset allocation and asset covariance become the principal components of all risk adjusted investment returns.

Mission:

Is to continue to serve wealthy individuals and their families by designing and implementing strategies that help accumulate, protect and transfer wealth. His commitment is to provide trusted advice and exceptional service to all of his clients.

Professional/Social Affiliations:

Financial Planning Association (Member)
Puksta Foundation (Director)
Hope House of Colorado (Advisory Council)
University of Colorado Buff Club

Personal Interests:

Richard volunteers for the National Sports Center for the Disabled helping children with physical, cognitive, emotional and behavioral challenges, and serves as an advisory council member of Hope House of Colorado, a Christian ministry.