Pragmatic Wealth Planning at Farther
A dedicated wealth management team committed to assembling your personalized financial puzzle designed to help you look at the full picture with confidence and peace of mind.
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What’s in it for you?
We take the time to understand your goals and vision for the future. From there, our team works strategically to design a tailored plan addressing estate, insurance, and tax considerations, all without requiring investment management.
Getting to know Pragmatic Wealth Planning
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Locations served
Denver, CO Boston, MA Overland Park, KS Nationwide
Not your traditional wealth manager!
The investments+−
Whether you prefer having hands-on investment guidance or full portfolio management, our flexible billing structure allows us to tailor our services to fit all of your needs, now and as they evolve.
Liability management+−
Refinancing a mortgage or student loan often benefits the bank more than you. We help you explore opportunities to reduce interest costs.
Tax planning+−
Through our extensive partnerships, we connect you with the right CPA or EA for your unique financial situation to work collaboratively for expert tax guidance.
Estate planning+−
Our trusted partners enable us to both advise on and implement your estate plan, aiming to reduce unnecessary complexity and stress for you and your loved ones.
Finance should be easy!
Common sense
You define your goals, we analyze the details and deliver personalized recommendations tailored to your needs.
Human touch
Personal finances are just that, personal. Generic, AI-generated responses can’t replace the depth of human expertise and thoughtful financial planning.
Efficiency
We utilize cutting-edge technology, allowing you to effortlessly link accounts or grant permission for secure data access.
Transparency
Our planning portals provide real-time updates, keeping you informed every step of the way.
How have you helped people?
80% of our clients have built their wealth from the ground up, receiving no inheritance. Most come to us for guidance on growing their assets to sustain their lives & the next generation. Additionally, they trust our team to work with their heirs early on to preserve and carry forward the legacy they’ve worked so hard to build.
- Are you concerned about turning your savings into income, or accumulating enough to produce income?
- Have you built your wealth through Real Estate & seek advice that doesn’t automatically result in selling it?
- Are you stuck on which pension option to select?
- Do you need help navigating your federal & state employee retirement benefits package?
- Are you trying to build a business or start a company?
- Are you on the board of an institution, charity, or endowment and finding the investments are not aligned with the strategic plan or organizational needs?
Your all-in-one financial ecosystem
Our Intelligent Wealth Platform brings your financial world into a trusted, single-view, with technology natively built to avoid the limitations of legacy wealth management institutions. Your information and accounts are protected with the highest levels of data security and compliance.
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Your full wealth picture, in one place
Effortless control+−
Gain a comprehensive view of your financial landscape — banking, investments, lending, insurance, and more — all organized on one platform.
Streamlined collaboration+−
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Centralized document hub+−
Store every financial document in one organized, secure, and easily accessible location.
Cash management+−
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle+−
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Our team
Ashton Hayes
Trust Services Associate
Ready to talk?
Simply fill out this commitment-free form to begin. We look forward to getting to know you.