Targeted Wealth Solutions is a fee-only financial planning and investment management firm based in Colorado Springs, Colorado, serving clients nationwide. The firm provides advice under a fiduciary standard and earns fees for services delivered directly to clients; it does not sell products or collect commissions. Its advisors work as an ensemble, combining varied professional backgrounds to help clients make informed financial decisions.

Services cover personal, business, and generational wealth management, with plans tailored to each client’s needs. The firm helps individuals and families pursue tax-efficient retirement income, manage investments, reduce advisory costs, and build confidence in their financial futures. It also offers special needs planning designed to protect government benefits while supporting long-term financial security. For business owners, its work includes unlocking wealth in closely held businesses, increasing retirement savings, tax planning, and preparing for business exits or succession.

The client process begins with an introductory call, followed by a customized proposal, comprehensive plan design, and implementation of prioritized actions.