To change the game of capitalism by equipping our clients with financial education and services so that they can make informed decisions with their money.
We craft financial plans and portfolios as diverse as our clients themselves. We are an independent Registered Investment Advisor (RIA) and use AssetMark for accounts.
Our pay comes from clear, set fees, not from selling financial products. This way, our advice is always focused on your best interests rather than on commissions.
RIAs are held to a fiduciary standard – meaning we are legally required to act in the best interest of our clients. At Citrine & Gold, we are more than fiduciaries; we are advocates, educators, and partners in our clients’ financial journeys, dedicated to their success and well-being. With us, wealth is felt, lived, and used as a tool for positive change – reflecting the vibrant values of the communities we serve.
Work with an expert to create a plan that truly celebrates you, your goals, and your family – whatever that looks like for you.
Where Ethics Meet Assets
We craft portfolios and strategies aligned with your priorities & values.
We love supporting entrepreneurs and small business owners in navigating the financial complexities of business.
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The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Colorado or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for your specific financial decisions.Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.The inclusion of any link is not an endorsement of any products or services by Citrine & Gold LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.When you follow a link to one of these sites neither Citrine & Gold LLC, nor any agency, officer, or employee of Citrine & Gold LLC, warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
