Progress Wealth Management

Who We Are

At Progress Wealth Management, we are a team of expert financial planners dedicated to providing top-notch services to business owners and professionals in the tech industry. Our founder, Blaine Thiederman, has over a decade of experience in the financial services industry and has a passion for helping clients navigate their financial journeys with sound advice and guidance.

What We Do

We offer comprehensive financial planning services that are tailored to meet the unique needs of each client. From investment advice to family office services like asset management and risk management, we strive to provide our clients with the tools they need to secure a better future. As fiduciary financial advisors, we prioritize our clients’ best interests and work towards helping them achieve their financial goals without the sale of any security.

Our investment advisory services are designed to simplify the investment process for our clients. We believe in a straightforward approach that focuses on mutual funds or exchange-traded funds, rather than complex products that may not align with our clients’ goals. By providing accurate information and simple steps, we aim to make it easier for our clients to reach their financial objectives.

Why You Should Use Us

Our clients trust us as their financial advisors because we prioritize transparency, integrity, and professionalism in everything we do. As fiduciaries, we are committed to putting our clients’ needs first and providing them with personalized financial solutions that align with their goals.

Every advisor at Progress Wealth Management is a Certified Financial Planner with a bachelor’s degree, ensuring that our clients receive expert guidance from qualified professionals. We are an independent wealth management firm that is not tied to any specific products or institutions, allowing us to focus solely on providing prudent financial advice and managing our clients’ investments effectively.

By working with us, you can benefit from our personalized approach to financial planning, access to a dedicated financial planning dashboard, and ongoing support to help you navigate any financial challenges that may arise. Whether you are based in Colorado or in one of the states we serve, we are here to help you simplify your path to financial success.

What Can You Ask?

• What is your approach to risk management?
• How do you determine the best investment strategy for each client?
• Can you provide examples of successful financial plans you have created for clients?
• How often will I have access to my financial planning dashboard?
• What sets Progress Wealth Management apart from other financial advisory firms?

By scheduling a free consultation with us, you can learn more about our services and how we can help you achieve your financial goals. We look forward to guiding you on your journey towards a brighter financial future.