Boulder Investment Group

Boulder Wealth Management, LLC, also known as Boulder Investment Group, was established in 2008 and is owned by Paul G. Wiederholt. The firm specializes in providing personalized financial planning, investment advisory, and management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Services offered include investment management, investment consulting, and financial planning. The firm operates on a discretionary basis, managing approximately $47.3 million in assets as of 12/31/2022. Clients have the option to impose restrictions on investments. Boulder Wealth Management charges fees based on a percentage of assets under management, with a minimum annual fee of $1,500. The fee structure ranges from 0.60% to 1.50% per year based on the account size. The firm acts as a fiduciary, required to act in the best interests of clients. Clients have investment discretion, and the firm uses a diversified, strategic asset allocation approach. The firm does not have any legal or disciplinary events. The firm requires a minimum account size of $100,000, but this requirement may be waived at the firm's discretion. Clients receive quarterly account statements and have the option for an initial free meeting to explore services. Paul G. Wiederholt, the Managing Member, holds a CFP® designation and has extensive experience in the financial industry. Suzanne E. Wallace, an Investment Advisor Representative, joined the firm in 2022. Suzanne has a background in business administration and sales. The firm maintains an information security program to protect client information and does not share nonpublic personal and financial information with third parties except under specific circumstances. Clients do not have the option to opt-out of information sharing due to regulatory requirements.