paracletewc.com
@paracletewc.com
There is no "One-Size-Fits-All" financial strategy, and it is my highest priority that you feel understood, informed and in control of your options. At Paraclete Wealth Consultants, you are #1! We have the support of highly skilled professionals and state-of-the-art technology to
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About paracletewc.com
Paraclete Wealth Consultants is a family-operated financial advisory practice based in Lamar, Colorado, serving clients through personalized guidance and close relationships. Led by founder and wealth advisor Michael Beard, the team emphasizes listening to each client’s priorities and helping them feel understood, informed, and in control of their financial choices. Its approach rejects one-size-fits-all strategies, instead tailoring recommendations to individual goals, hopes, and concerns.
The firm’s services and resources cover retirement, investment, estate, insurance, tax, money, and lifestyle topics. Clients can explore educational articles, videos, calculators, glossaries, and tax resources to build their financial knowledge and better understand investment decisions. The team also provides tools intended to help clients organize their wealth, while working collaboratively to develop suitable solutions.
Paraclete Wealth Consultants markets securities through Raymond James Financial Services and offers investment advisory services through Raymond James Financial Services Advisors. The practice is separately owned and operated. Its stated mission is to deliver attentive client service and make financial advice accessible through personal, community-centered interactions.
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