Denver, CO – June 6, 2024 – Paraklete® Financial, Inc., a leading financial advisory firm, is proud to announce the opening of its newest office in Denver, Colorado. This strategic expansion demonstrates the company’s commitment to providing integrated personal financial services to clients in the Rocky Mountain region.
The Denver office is led by Charlie Wilson, CPA/PFS, a highly respected financial advisor with a distinguished career spanning over 30 years. Charlie’s expertise in tax and estate planning has earned him recognition as a leader in the industry.
“I am thrilled to join the Paraklete Financial team and spearhead our efforts in the vibrant city of Denver,” said Charlie Wilson. “Our mission is to empower individuals, families, and businesses with the knowledge and strategies they need to achieve their financial goals and secure their financial future.”
“We are excited to expand our presence in the Rocky Mountain region and bring Paraklete Financial’s client-centric approach to Denver,” said Susan Tillery, CPA/PFS, AEP® (Distinguished), CEO. “Our team is dedicated to providing unbundled virtual family office and integrated financial planning services to help clients navigate life’s financial complexities with confidence.”
The Denver office will offer a variety of financial services, including unbundled virtual family office services and integrated personal financial planning. Clients can expect personalized attention and strategic guidance tailored to their unique financial needs and goals.
About Paraklete Financial, Inc.: Paraklete Financial, Inc. is a leading financial advisory firm dedicated to providing unbundled virtual family office services as well as integrated personal financial planning services to individuals, families, and businesses. With a commitment and focus on integrity, transparency, and personalized service, Paraklete Financial, Inc. helps clients navigate their financial journey with confidence and peace of mind.
For media inquiries, please contact:
Susan Tillery
CEO & President
stillery@parakletefinancial.com
