By Daniel Korleski, MBA
There’s no better time than right now to stop and take stock of all we have to be grateful for. With the dramatic events of the last two years, many of us were hoping that 2022 would be a fresh start. But even though this year has brought its own set of challenges and it would be all too easy to focus only on the bad, we are using this Thanksgiving season to cultivate a heart of gratitude and acknowledge the many things we have to be thankful for.
Family & Friends
Family and friends probably tops the list for most of us, but in this season especially, we are reminded of how much family means and the importance of surrounding yourself with people who know you, love you, and support you.
No matter how busy we are or what life changes come our way, family and friends are vital to our well-being. At Cobalt Private Wealth, we are incredibly grateful for the community that surrounds us, and we are privileged to consider many of our clients as friends as well.
Freedom
This year brought shocking geopolitical events with the Russian invasion of Ukraine. Now, more than ever, we are reminded how privileged and blessed we are to live in a prosperous and free country. There are many people all over the world who long to live here, and we are lucky to have the opportunities this country affords, no matter how divided our country may feel at times.
And as an independent financial advisor, I’m grateful for the freedom to serve clients from many different backgrounds (from every race, ethnicity, and even sexual orientation), levels of wealth, and especially the underserved community; in fact, a fifth of our clients don’t pay anything—not because they don’t want to, but because they are as yet unable to afford to do so. Every day I am thankful to be able to focus on relationships, not transactions.
A Chance to Serve
For us, one of the most important parts of our lives is joining you on your journey and serving you as you pursue your goals. It is truly our joy to celebrate with you when you reach a milestone and support you when life gets shaky.
There aren’t many people who can say they get to go to their dream job every day, so we are incredibly grateful that we get to do just that, providing education and support for so many families in our community who are on the road to a confident financial future.
As we reflect on all we’re grateful for this year, we want to make sure to thank you, our clients, for choosing Cobalt Private Wealth to guide you in your financial life. We look forward to investing in you and your family in the future!
Give Thanks
In the midst of the chaos and busyness of the holiday season, we hope this Thanksgiving leaves you refreshed and ready to look forward with hope. Through it all, we hope you remember that we’re here for you and your family. Reach out to us at danielkorleski@cobaltprivatewealth.com or 719-332-3863 with your questions, concerns, or just to touch base before the end of the year. We are thankful for your partnership as together we work toward a stronger financial future.
About Dan
Daniel Korleski is the President & CEO for Cobalt Private Wealth, where he helps his clients grow, manage, and protect their wealth so they can work toward a stronger financial future. With over 30 years of experience in the financial services industry, Dan has served as the managing director for Investment Trust Company, chief investment officer for the Wealth Management Group at American National Bank in Denver, and regional investment manager for the Greater Colorado Region of the Private Bank at Wells Fargo, where he oversaw the management of over $2 billion. In 2008, he was appointed by the mayor of Colorado Springs to the City’s Investment Advisory Committee. Dan holds an MBA in investment management from Midwestern State University in Wichita Falls, Texas, a Bachelor of Science in Finance from Florida State University, and is a member of both the CFA Society Colorado and The Financial Planning Association.
Dan loves to give of his time to his community and is currently serving as the Board Chair of Catholic Charities of Central Colorado and oversees the Homebound Ministry at St. Paul Catholic Church. He has also served as Chair of the Board of Trustees of Pikes Peak Hospice Foundation, President of the Broadmoor Rotary Club, and Vice President of the Board for the Pikes Peak Chapter of Trout Unlimited. Dan was born and raised in Spain and is fluent in Spanish. When he’s not working, you can find him traveling around the world with his wife of 25 years, Montse, fly fishing, golfing, and hiking with his golden retriever, Curro and rescue pup Brandy. To learn more about Dan, connect with him on LinkedIn.
