The Wealth Conservancy, Inc.

The Wealth Conservancy, Inc. is a Registered Investment Adviser located in Boulder, CO. Founded in 1983, the firm specializes in providing investment advisory services. The team includes Steven Peter Henningsen, Partner and Chief Investment Officer since September 2000, Melissa Renee Hoyer, Financial Planner since February 2020, and Myra Lynn Salzer, President since June 1983. Steven Peter Henningsen holds a CFP® designation and has no disciplinary history. He does not engage in other investment-related activities or receive commissions. Melissa Renee Hoyer, also a CFP®, has a BA in French Language and Literature and offers the Way into WealthTM coaching program. Myra Lynn Salzer, a CFP® since 1983, has no disciplinary history and is not involved in other investment-related activities. The firm operates as a fiduciary, with Henningsen and Salzer overseeing the investment advice provided to clients. Clients have the assurance that the team is dedicated to upholding high ethical standards and monitoring investments to align with client objectives. The Wealth Conservancy, Inc. does not receive compensation from non-advisory clients for advisory services, ensuring a focus on client interests.