Evergreen, Colorado

Maria Betancourt


I believe everyone deserves an equal shot at financial security.  For so long there’s been disparity between high wealth investors and those just beginning their financial journey. What levels the playing field is knowledge: understanding that it’s possible to create the financial future you desire if you’re willing to engage progressive investment principals.

I’m here to empower you with facts that demonstrate how your money can work for you. When I was a portfolio manager in New York City, I had a front row seat to the Wall Street tactics that created wealth for the privileged few who knew how to grow their assets during times when the average investor struggled.  When I became frustrated with this culture and the values espoused by corporate America, I started my own business and ran it for 18 years. I experienced the highs and lows of entrepreneurship and would have benefited from a clearer understanding of how to protect my assets and  prepare for the unexpected. Now, I’m on a mission to share lessons learned with my clients as they seek greater financial freedom.

Planning that helps you grow from where you are

Embracing the Adventure

I’m an adventure junkie! I love to climb 14ers. Nothing beats the view or the satisfaction of reaching the summit! Preparation is key and it’s the same for building wealth. The parallels between a successful hike and achieving financial freedom are striking.

For both you need:

• Knowledge and the right equipment. Increased financial savvy will prepare you to know what financial instruments or “tools” will work best to achieve your goal.

• A map or compass are vital. The “map” we offer to reach your desired financial destination is made up of 5 time-tested principles that will help you avoid financial detours and dead ends.

• Effort and discipline. Outdoor adventures require effort; it’s not always easy or comfortable, but it’s always worth it.

Let’s embrace the adventure together… You decide where to go, and I will help you get there.

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Maria Betancourt

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