By Daniel Korleski, MBA
Stress, confusion, worry, overwhelm. All too often those are the words that come to mind when we think about our finances. That’s not okay. You have hopes, dreams, and goals for your future, and at Cobalt Private Wealth, we want to help you change the narrative so that when the topic of money comes up, you experience confidence and clarity instead.
AN INTRODUCTION TO COBALT PRIVATE WEALTH
We do a lot and provide a lot for our clients, but if we had to describe our mission in a nutshell, it’s to use our comprehensive wealth management and planning tools to help you grow, manage, and protect your wealth. That’s going to look different for everyone, depending on your goals, your unique circumstances, your career, and many other factors that make up your life. Regardless, we strive to use what we have and what we know to help you find financial peace of mind.
WHO WE SERVE
Our clients are a pretty amazing bunch. Whenever I get to sit down with our entrepreneur clients, I am inspired by their creativity, vision, and hard work. When one of our military veterans comes to meet with me, I am blown away by their loyalty, sacrifice, and commitment. Our clients have such unique lifestyles and challenges that they need someone who can understand where they’re coming from and what they’re facing. We believe our background and experience offers them something other firms can’t. As an entrepreneur, I walk in the shoes of our entrepreneur clients every day. As a son, husband, and brother of veterans, I am intimately familiar with what financial opportunities and obstacles veterans have in front of them.
HOW WE CAN HELP YOU
If you fall into one of those categories and are looking to partner with a professional to help you retire when you want, how you want, without fear of outliving your money, read on!
Many of our clients come to us with specific concerns, such as wanting to make sure their assets are aligned with their risk tolerance or wanting to avoid financial pitfalls. They want to know what options they have to maximize their benefits, whether that’s a military pension, retirement accounts, or Social Security. They want to know how to make sure their family is taken care of and they don’t want their emotions to cloud their financial decisions. That’s a lot to shoulder on your own.
Our investment planning, financial planning, and estate planning services cover all your bases. We leave no stone unturned as we gain a deep understanding of your situation and closely listen to you in order to create a personalized financial plan that achieves your goals and objectives. And the best part is, this is not a one-and-done deal. We are here to walk with you through whatever life throws your way. We help you adjust, adapt, and continually work toward a successful financial outcome. That’s how we change your mindset from worry to confidence.
OUR GOAL FOR YOU
When it comes down to it, we want to help you simplify your financial life so you can focus on what you love most and help you build a financial future you can look forward to. If that’s what you need in your life, the Cobalt Private Wealth team is here for you. Take the first step and reach out to me at danielkorleski@cobaltprivatewealth.com or 719-332-3863 to schedule an introductory meeting.
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 has served as Chair of the Board of Trustees of Pikes Peak Hospice Foundation, the Board of Directors of Catholic Charities of Central Colorado, 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 23 years, Montse, fly fishing, golfing, and hiking with his golden retriever, Curro. To learn more about Dan, connect with him on LinkedIn.
