Sella Wealth is an independent Registered Investment Advisor founded by Lotem Sella, CFA, and based in Fort Collins, Colorado. The firm focuses on helping clients coordinate tax, income, and investment strategies for retirement. Its services include financial planning, investment management, tax-aware decision-making, and retirement income planning. Sella Wealth considers how taxes, investment returns, and other income sources interact, rather than relying on generalized spending rules. It also designs portfolios around each client’s individual risk tolerance and return expectations, with the aim of supporting long-term financial plans.

Founder Lotem Sella began his financial services career in 2014, later working as a portfolio manager overseeing more than a billion dollars in client assets. He holds a master’s degree and the Chartered Financial Analyst designation. Sella established the firm to provide independent advice guided by quality, cost, and customer service, rather than sales quotas. Prospective clients can book a complimentary 45-minute introductory call to learn whether the firm is a suitable fit.