Fintech-related deals in the Denver metro and Boulder metro are booming. But can the area keep up with competition on both coasts?
Fintech-related deals in the Denver metro and Boulder metro are booming. But can the area keep up with competition on both coasts?
A financial expert breaks down how to get through tax season unscathed, including how to prep, when to file jointly and the best ways to optimize your refund.
’Tis the season—for taxes. Listen, we know shuffling through IRS forms and deciphering a new tax code is one of the least enticing ways to kick off newlywed life (especially if you just returned from your honeymoon and finally wrapped up thank-you notes). But if you haven’t already, it’s time to get down to business filing your first tax return as a married couple. Have questions? We have answers, thanks to Jeff Motske, president and CEO of Trilogy Financial and author of The Couple's Guide to Financial Compatibility. Here’s what first-time newlyweds need to know this tax season.
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Trilogy Capital, Inc. (Trilogy), a nationally recognized advisor-founded, -owned, and -led wealth management firm with operations in California, Colorado, Arizona and Massachusetts, announced the acquisition of Mountain Capital Investment Advisors, LLC (Mountain Capital). Based in Westminster, Colorado, Mountain Capital has operated independently for the past 15 years as a standalone SEC Registered Investment Advisor with over $1 billion in total client assets. The addition of Mountain Capital represents Trilogy's largest deal of the year and its eleventh office location and second in Colorado.
“Mountain Capital is a perfect fit for Trilogy and demonstrates our commitment to intelligent inorganic growth,” said Jeff Motske, CFP®, Co-Founder, President & Chief Executive Officer, Trilogy. “Mountain Capital shares our commitment to long-term client relationships, fiduciary advice, and thoughtful financial planning, so the cultural fit is exceptional. We are very excited to be able to attract high-caliber people to Trilogy.”
Founded in 2011 by US Marine Corps Veteran and former airline pilot Brandt Burns, Mountain Capital was built to guide advisory clients through the financial complexities of their lives, careers and retirements. Today, the firm has a diverse set of individual, family and small business clients, as well as a particular focus on working with aviation professionals. The firm's experienced financial professionals even include current and former pilots, airline leaders and other industry experts who deliver highly specialized financial guidance rooted in real-world experience. Read more.
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