About
Lisa Patel is a CFP and Enrolled Agent who combines deep tax knowledge with investment management for Denver-area professionals and remote workers. She is a recognized expert in backdoor Roth conversions and tax-loss harvesting.
Investment Philosophy
Every investment decision has a tax consequence. I evaluate opportunities through both lenses simultaneously to maximize after-tax returns for my clients.
It's not what you earn — it's what you keep after taxes that builds real wealth.
Firm Information
FirmColorado Wealth Partners
PositionFounder & Lead Advisor
Agency TypeIndependent RIA
Firm CRD#901234
About Firm
A fee-only RIA in Denver serving remote-work professionals and Colorado-based families with integrated tax and investment planning.
Firm Location
Professional Details
Advisor CRD#012345
Fiduciary Yes — acts in your best interest
CompensationFee-Only
Designations
Licenses
Investment Information
Assets Under Management$34M