Life is more than money.
In fact, money is more than money — because it’s wrapped up in our hopes and fears and dreams. That’s why I offer a humanistic and holistic approach to financial advice that takes into account the whole you. I am on a mission to help people define and build fulfilling futures.
Finances are one of the most important elements of people’s lives – that’s why I help clients create great relationships with their money. Money can bring overwhelming happiness and peace or immense amount of stress and uncertainty. I understand the importance of proactively and thoughtfully preparing a plan for the inevitable “what if’s” that life can bring. It is my belief that I will significantly impact every life I touch. Planning by design -rather than planning by default we can change the course of our clients lives.
When I’m not helping clients take control of their lives through financial management, you can find me on the golf course with my 5-year-old son, teaching my 2-year-old son to ride his bike, fly fishing the Colorado River, skiing with my wife, enjoying a glass of rare bourbon, or hosting neighborhood and friends firepit nights. As a native from Morrison, Colorado you can find me enjoying concerts at Red Rocks, 100-mile bike rides, or volunteering as a board member serving individuals with special needs with All-Stars Club.
Shane graduated for Colorado State University with a Bachelor of Arts in Communication Studies in 2010. He joined the firm in March 2014.
Shane Wolfe is a registered representative for LPL Financial (LPL) and an Investment Advisor Representative (IAR) for Traction Financial Partners, LLC. Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Traction Financial Partners, LLC’s, a Registered Investment Advisor. Traction Financial Partners, LLC is a separate legal entity from LPL.
California Insurance License #: 0M26589
Arkansas Insurance License #: 17116803