Contact
Book a 30-minute intro call.
Tell us a little about your situation. An advisor will reply within one business day to set a time.
On the call, we’ll:
Ask what’s coming up and what’s worrying you.
Look at last year’s return with you, if you have it handy, and point out what stands out.
Tell you honestly whether we’re the right fit and what it would cost.
No fee, no commitment, and nothing to sign.
Call
Visit
1450 Larimer Street, Suite 800, Denver, CO 80202. By appointment.
Hours
Mon–Fri, 8:30–5:30 MT. Extended hours Feb 1 – Apr 15.
An advisor will email you within one business day with two or three times for a call. If it’s urgent, call (303) 555-0142.
Questions
Before the call.
Do I need to prepare anything?
Do you work with clients outside Colorado?
Is there a minimum?
Visit, call or log in
Denver
1450 Larimer Street, Suite 800, Denver, CO 80202
Call
Mon–Fri, 8:30–5:30 MT. Extended hours Feb 1 – Apr 15.
The quarterly tax letter
Four emails a year: what changed, what’s due, what to decide. No sales.
Ostrand Wealth & Tax, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.
Nothing on this site is tax, legal or investment advice for your situation. Talk to us, or to your own advisor, before acting on it.
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