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Get to Know Wisdom Wealth Strategies

We’re committed to providing answers as fiduciaries, as financial experts, and as trusted professionals.

Personal financial planning is exactly that: very personal. We know the sacrifice, the commitment, the time, the effort, and the love you have put into your family’s financial future. We recognize the importance of the guidance we provide and what it means to you. We know you’re looking for someone you can trust to provide unbiased, factual, reliable answers that are always in your best interest.

Our Values

Do the right thing for the client, every time.

We act as fiduciaries in our advisory relationships, which means we always put our clients’ best interests first.

Be transparent, honest, and direct.

We treat our clients as we would want to be treated, with honesty, transparency, and respect. As fee-based advisors, we aren't compensated by commissions for our investment advice. 

Provide impartial education.

We’ll take as much time as is needed to make sure you really understand how your financial decisions impact your future.

Support, encourage, and guide.

Life happens. When it does, we’re here to help you adapt and thrive. 

Develop lifelong relationships.

We work with people we like, people with whom we enjoy interacting, and people who want to build a relationship with us. Life is too short to work with people who don’t enrich your life.

Be available and responsive.

No one should have to wait a week for a response from their financial advisor. You need answers and guidance and we’re dedicated to helping you when you need it.

Get to Know our Certified Financial Planner™ Professionals

Andrea L. Blackwelder, CFP®, ChFC®

Andrea Blackwelder, CFP®, ChFC®

Colorado native, collector of Dachshunds, amateur baker, and retirement planning enthusiast.

Joseph D Clemens, CFP®, EA, AIF®

Joseph D. Clemens, CFP®, EA

Avid cyclist, phenomenal skier, tax nerd, and researcher of highly-technical financial concepts.

Take the first step toward a better financial life.

Our financial planners have the knowledge and expertise to help you make the best decisions for your future.

Download our Free Financial Planning Worksheets

Join our mailing list to receive your 2024 Tax & Financial Planning Guide, as well as your Net Worth Statement and Spending Plan.