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2038 Vermont Drive, Suite 107a, Fort Collins, CO 80525

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Wealth Management

Personalized Investment Strategies, Built Around You

At Goodwin Petrilli Financial, we believe true wealth management is about more than market performance — it’s about creating a strategy that connects your money to your goals. We help you invest with purpose, navigate market changes with discipline, and stay confident through every financial season.

As independent fiduciary advisors, we design portfolios and planning strategies that fit your life — not a model or product list. Every recommendation we make is in your best interest, fully transparent, and backed by a disciplined process.

Our Wealth Management Process

Our Wealth Management Process

1. Understanding You
We begin by learning about your goals, time horizon, and comfort with risk. Using our Risk Assessment Questionnaire, we determine the right allocation that reflects both your personality and your long-term objectives.

2. Building Your Portfolio
We construct diversified portfolios tailored to your financial plan — blending ETFs, mutual funds, equities, and fixed-income solutions designed for risk-adjusted performance. Each portfolio is built to balance growth, income, and preservation based on your unique priorities.

3. Active Oversight & Rebalancing
Your portfolio is continuously monitored and adjusted to stay aligned with your plan and market conditions. We use advanced tools through LPL Financial to track performance, manage risk, and ensure disciplined rebalancing.

4. Ongoing Communication & Review
You’ll never wonder how your investments are doing. We provide transparent performance reporting and meet regularly — typically two to three times per year depending on your service tier — to review progress, discuss market trends, and refine your strategy.

Our Philosophy: Clarity, Confidence, and ConsistencyClient Centered

Our Philosophy: Clarity, Confidence, and ConsistencyClient Centered

Clarity: You’ll always understand what you own, why you own it, and how it supports your goals.

Confidence: We design portfolios based on long-term fundamentals, not short-term trends.

Consistency: Your investment strategy evolves with you — grounded in data, discipline, and ongoing communication.Our business is built on a foundation of thoughtful client relationships.

Tools and Technology That Keep You ConnectedClient Centered

Tools and Technology That Keep You ConnectedClient Centered

eMoney: Real-time financial planning, projections, and goal tracking.

LPL ClientWorks & AccountView: 24/7 online access to your accounts, balances, and performance.

Redtail CRM: Ensures our communication and service are organized, proactive, and personalized.Our business is built on a foundation of thoughtful client relationships.