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There is no shortage of information. But it's advice that adds value.

Certainty is not a condition that exists in nature. Change is constant. Are you prepared for all possible outcomes?

Our Services

We are Maverick Wealth Advisors, an independent financial firm in Cañon City, CO. We have more than 50 years of combined experience creating personalized retirement strategies for individuals, families, and professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to in the services we offer. Instead, we offer you the highest quality education on the choices available to you. We focus on building you the right strategy, meeting your risk tolerance and time horizon.

Portfolio Management

Create an investment strategy that's right for you.

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Financial Planning

Steps to consider, to pursue the retirement you want.

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Retirement Planning

Manage your affairs during your lifetime and beyond.

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Estate Planning

We look forward to helping you and your loved ones explore their financial goals.

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We're Here For You!

Throughout the last five decades, we've provided our expertise to over 1,000 clients spanning 20 states. Our guidance has enabled individuals, much like yourself, to explore their aspirations. Our track record in financial management speaks of countless accomplishments, reflecting our adeptness in navigating fiscal matters to achieve success..

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

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The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

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Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Words our Team Believes In:

"The markets are constantly changing, so you have to be willing to change with them."

- Larry Williams

“The most important rule is to play great defense, not great offense.”

- Paul Tudor Jones

“Diversification alone is no longer sufficient to temper risk.”

- Mohamed El-Erian

“The whole secret to success in the stock market is to find a strategy that works and keep using it”

- William O’Neil

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There is no shortage of information. But it's advice that adds value.

Our Services

Portfolio Management

Financial Planning

Retirement Planning

Estate Planning

We're Here For You!

Helpful Content

Systematic Withdrawals in Retirement

The A, B, C, & D of Medicare

Are You Ready for Your Portfolio to Make a Difference?

8 Timeless Principles of Investing

Words our Team Believes In:

"The markets are constantly changing, so you have to be willing to change with them."

“The most important rule is to play great defense, not great offense.”

“Diversification alone is no longer sufficient to temper risk.”

“The whole secret to success in the stock market is to find a strategy that works and keep using it”

Sean Morton

Michael Morton

Andrew Palmasano

Rachel Vertrees

Charles Wanner IV

Have a Question?