Woodlake Wealth Management

Woodlake Wealth Management is a wealth management firm in Golden, CO, located at 14143 Denver W Pkwy #450. It serves families and business owners of all backgrounds. The firm holds a rating of 4.8 based on 11 reviews. Woodlake Wealth Management Inc. was founded in 2017 in Golden, Colorado, by Michael Coleman. After working in the financial services sector for 20 years, Michael created a wealth management firm focused on providing clients with superior service, individualized planning, and comprehensive financial advice. Michael Coleman is the President and Financial Advisor. Kent Hansen serves as Vice President and is a registered financial advisor. Charlie Rhoades is a Financial Advisor. Tia Tracy is the Client Relationship Manager and has worked with investment advisers in the financial industry for over 10 years. The team has over 50 years of experience in the financial services industry. The firm operates as an independent financial planning practice. It is not motivated by commissions or proprietary products. The team develops customized investment and service plans for each client. They modify and adjust these plans on an ongoing basis to match changing individual needs. The firm provides educational resources on topics including insurance and available products. Michael Coleman and Kent Hansen are certified by the College of Financial Planning as Chartered Retirement Planning Counselors. Both are licensed insurance agents. Charlie Rhoades is a registered financial advisor and licensed insurance agent. Wealth management services include assistance with stocks, bonds, mutual funds, exchange-traded funds, government securities, brokerage accounts, advisory accounts, alternative investments, and variable annuities. Financial planning strategies include income planning, college planning, cash flow analysis, and retirement planning. For tax and legal matters, the firm works with a group of local professionals in Colorado. The firm offers a complimentary, no-obligation meeting to get to know clients. Woodlake Wealth Management provides independent financial guidance to residents of Golden, Colorado. Its independent approach and experienced team support clients in achieving their financial goals.

The firm sits on Denver W Pkwy in Golden, Colorado, near West Metro Fire Rescue Station 5 and the Applewood neighborhood. It is also close to Tanglewood Sports Park and the Denver West Marriott Boulevard road.

BizScoreAI awarded Woodlake Wealth Management a Content Quality score of 100 out of 100. This excellent rating means the website clearly answers customer questions and describes its pages in a way that AI assistants can quote directly. The business also received a Content score of 84 out of 100. This strong result reflects the substantial and relevant content on the site, which helps search engines reward the business with better visibility.