True Wealth: Retirement & Financial Planning with Care

^{What Sets Us Apart}
Planning that fits you.
Not the other way around.

We find true wealth by developing our spiritual life, not by developing our financial assets.

At True Wealth Advisors, we believe that your story matters. We take the time to understand what’s most important to you — your faith, family, passions, and dreams— and design a plan that reflects your values. Our approach combines practical financial strategies with prayer, encouragement, and a heart for serving others. Whether you're navigating a life transition, planning for retirement, or seeking to leave a lasting legacy, we're here to walk alongside you — every step of the way.

Get To Know Us

^{What We Do}
Here is how
we can help

The world of financial planning and investing can get complicated. That’s why we’re here.
If you have a need in one of the areas below, please reach out for a complimentary meeting.

^{Our Services}
Learn More

Personalized Planning

Creating a plan that aligns your resources with your values.

Investment Management

Personalized investment strategies built for long-term growth.

Faith-Based Financial Guidance

Aligning your finances with biblical principles.

Legacy & Generosity Planning

Helping you give with impact and leave a legacy.

Retirement Planning

Preparing for the future without sacrificing today.

Life Transitions

Wherever life takes you, it's important to be prepared and feel equipped for the next step.

^{About Us}
Small Team With a Deep Passion

What started as a small team with a deep passion to help others and a big vision
has grown into a trusted community of families pursuing True Wealth — together.

Our Team Our Mission

Giving is the most fun you'll have with money.

Debt is dumb.

Roth's for life!

^{Our Process}
What It's Like to Work
With Us

Start your journey with our streamlined approach, designed to align with your unique financial goals and aspirations.

Schedule a Call

Let's Talk

Schedule a conversation

Build Your Plan

We design a personalized plan based on your goals

Walk Together

Ongoing guidance, prayer, and encouragement

Pursue True Wealth

Align your resources with God’s purpose.

Live out your faith in your financial decisions.

Work together with a designated CKA on our team to integrate biblical wisdom and financial knowledge.

_{Mason Samuels is he only Advisor with True Wealth who has attained the CKA Designation.}

Learn more

^{Contact Us}
Get In Touch Here!

hello@teamtruewealth.com

5299 DTC Parkway, Suite 1350
Greenwood Village, CO 80111

What Sets Us Apart Planning that fits you. Not the other way around.

What We Do Here is how we can help