March 21, 2016

Protecting Your Wealth

On a sunny Colorado day in 1983, Myra Salzer founded a new firm that became an early adopter of fee-only financial planning. As her clients and their portfolios grew, Salzer began to see a unique set of challenges facing those who come into wealth with little or no preparation. In response, she developed a workshop called Inherited Wealth and You dedicated to transforming newfound wealth from a burden to an ally. Always an advocate for her niche clients, Salzer speaks and writes passionately in their defense, working incessantly to debunk the “poor little rich kid” mentality.

Her company, The Wealth Conservancy, Inc. continues to provide complete financial planning solutions, from basic investment issues through multi-generational planning, while developing new products and educational systems to help clients align with their greatest goals.

Episode Segments:

Corporate Talk: Myra Salzer Myra has been honored by Worth magazine multiple times on their annual list of Top 100 advisors, and her 30 years of experience are evident in her client-centric approach. Her clients come from varied backgrounds, but share one key life-changing event: windfall wealth.
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Guest(s) Appearing on this Episode

Myra Salzer Myra Salzer is the founder and president of The Wealth Conservancy, Inc., a financial planning firm based in Boulder, Colorado. As a wealth coach and inheritor’s advocate, Myra’s specialty is ‘interior finance,’ or the personal aspects of inherited wealth. For more than 30 years, Myra has been helping clients achieve fulfillment as they find positive and effective ways to meet their goals and ambitions. She is the author of four books on topics ranging from inheritance and its effect on individuals’ self-worth to establishing a near-perfect Family Office. Through her books, Salzer speaks directly to inheritors, providing reassurance of their greatest potential as human beings, and she shares with readers her secret to integrating with wealth. The Wealth Conservancy Inc.