Financial planner · Lakewood, CO · reviewed since 2016
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%100+58.7Reliability 26%99+25.8Value 15%100+15.2Experts Score= 100Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.100SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#1 of 51 retirement planningiPosition by Experts Score among all companies we track in this category. · better than 100%
5.0★★★★★175 Google reviews · 24 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Google reviewers rate Colorado Wealth Group five stars based on 175 reviews, highlighting comprehensive services including wealth management, retirement planning, tax strategy, and insurance. Clients frequently praise the team's clear communication, personalized attention, and ability to integrate various financial aspects into cohesive plans. The firm is noted for its professionalism and responsiveness, with clients feeling confident in their long-term financial security. No common criticisms appear in the provided excerpts, as all reviews are positive.
Google rating: 5.0 out of 5 from 175 reviews (100% five-star).
Reviews on this page: 175 Google reviews (167 with written comments, 1 with photos).
Owner responses: the business replied to 3% of reviews.
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: satisfaction and craft & service; weakest: reliability.
Colorado Wealth GroupRetirement Planning median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Colorado Wealth Group: 100/100 on this factor. Category median: 97.A
100
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Colorado Wealth Group: 99/100 on this factor. Category median: 97.A
99
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Colorado Wealth Group: 100/100 on this factor. Category median: 100.A
100
ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Colorado Wealth Group: 100/100 on this factor. Category median: 100.A
100
MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Colorado Wealth Group: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 55.–
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Bar = this company · dark tick = category median.
Star ratings
175 Google reviews we collected
5.0of 5
5 stars175100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 167 written reviews
98%praise
Praise26698%
Complaints62%
PriceiGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Price verdicts customers left with their Google review
100%fair
Great price1359%
Reasonable836%
Overpriced00%
Not sure15%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude7327%
Would recommend6524%
Honesty & trust4416%
Quality & results3212%
Communication3011%
Speed & response259%
Price & value31%
What customers talk about
We read 167 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“The team is professional, knowledgeable, and genuinely cares about their clients.”
“I highly recommend them to anyone looking for a trustworthy wealth management team.”
“…a client - and is truly invested in your success and your future - I can't recommend Colorado Wealth Group enough.…”
“Most importantly, we genuinely trust the people at CWG and feel like they’re invested in our family’s long-term financial well-being.”
“I’ve been a client of CWG for a few years now, and I have to say it has been a great experience.”
“They are always buttoned up, insightful in their communication, treat me like a friend, and regularly check in if they haven’t heard from me in a while.”
“I trust them completely with my finances, and their communication is unmatched; they get back to me so quickly no matter what.”
“The return on the investment we've made in CWG is well worth it.”
People customers mention
Emily30 reviews
Steven18 reviews
Jacob17 reviews
Steve13 reviews
Harp12 reviews
Carter11 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Colorado Wealth Group for 8 kinds of job. Pick one to see what they paid and said.
ALocal Guide · 17 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 6 days ago★★★★★
I've been investing with Colorado Wealth Group for almost three years now and the experience has been outstanding. The team is professional, knowledgeable, and genuinely cares about their clients. They’ve always made me feel part of their family, not just another account. My investments have performed really well…
Reasonable priceRetirement savings consulting
Michael6 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a week ago★★★★★
We have used Colorado Wealth Group for our holistic financial planning, advising, investing, and tax needs for more than a decade. We’re very thrilled with the personal service and results that we get from CWG! The team is fantastic at working with us to map out our financial needs and goals and helping us get the…
Ruchi1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 weeks ago★★★★★
We can’t say enough good things about Colorado Wealth Group. What we appreciate most is that they truly do it all—wealth management, financial and estate planning, tax strategy, and risk management—and bring everything together into one cohesive financial plan.
The integration of tax planning with the rest of our…
Julie3 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 4 weeks ago★★★★★
We have started using Colorado Wealth Group for retirement planning and financial services...it has been a stellar experience. The attention they give to us as individuals feels specific and personal. I would absolutely reccomend working them.
Great priceFinancial planEstate planningRetirement savings consulting
Archit2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★
Taking to Carter about the wealth management field was really insightful and helpful. Thank you.
Nick2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★
Steve and his team have created incredible opportunities to be a part of and are always finding what’s “next”!
I've been investing with Colorado Wealth Group for almost three years now and the experience has been outstanding. The team is professional, knowledgeable, and genuinely cares about their clients. They’ve always made me feel part of their family, not just another account. My investments have performed really well under their guidance.
Can’t say enough about Steven and Emily. I highly recommend them to anyone looking for a trustworthy wealth management team.
Price assessment: Reasonable price
Services: Retirement savings consulting
Michael H6 reviewsiTotal number of Google reviews Michael has written across all businesses on Google Maps, not just this one.
We have used Colorado Wealth Group for our holistic financial planning, advising, investing, and tax needs for more than a decade. We’re very thrilled with the personal service and results that we get from CWG! The team is fantastic at working with us to map out our financial needs and goals and helping us get the tools and frameworks we need in place to meet those goals. CWG offers very personalized, customer-focused service that is focused on our financial wellness rather than on selling us anything or pushing us into any particular financial path.
Ruchi Patel1 reviewiTotal number of Google reviews Ruchi has written across all businesses on Google Maps, not just this one.
We can’t say enough good things about Colorado Wealth Group. What we appreciate most is that they truly do it all—wealth management, financial and estate planning, tax strategy, and risk management—and bring everything together into one cohesive financial plan.
The integration of tax planning with the rest of our financial strategy has been especially valuable. Nothing feels siloed; the team understands the full picture and helps us think through how decisions in one area affect everything else.
Most importantly, we genuinely trust the people at CWG and feel like they’re invested in our family’s long-term financial well-being. Frankly, we’d be lost without them. Having a team that can help us navigate so many aspects of our financial lives has been invaluable, and we couldn’t recommend them more highly.
We have started using Colorado Wealth Group for retirement planning and financial services...it has been a stellar experience. The attention they give to us as individuals feels specific and personal. I would absolutely reccomend working them.
Colorado Wealth Group has been an invaluable partner in my financial journey. Steven Harp (advisor), Jacob Ray, and Emily Murtaugh have provided expert guidance and customer service in retirement planning, investments, insurance, estate planning, tax strategies, and overall financial planning.
Because of the long-term plan Steven Harp and I developed together (20+ years ago), I am now well-positioned for an early retirement with confidence and peace of mind. Their advice has helped me navigate important financial decisions and create a strategy that aligns with both my goals and my values. I am deeply appreciative of the care, professionalism, and respect they have shown throughout our relationship. Knowing that my financial future has been carefully planned and executed makes turning my focus towards my retirement years far less stressful, and I am grateful for the role Colorado Wealth Group has played in helping me achieve the my goals.
I’ve been a client of CWG for a few years now, and I have to say it has been a great experience. I have complete confidence in Steve and the team. They are always buttoned up, insightful in their communication, treat me like a friend, and regularly check in if they haven’t heard from me in a while.
CWG seems to prioritize the relationship WITH the client and execution FOR the client in equal parts. That combination is hard to beat, and I certainly appreciate it!
CWG has been absolutely wonderful to work with. They are professional, honest, thorough, and great communicators. Would highly recommend working with them.
Michelle Woodworth4 reviewsiTotal number of Google reviews Michelle has written across all businesses on Google Maps, not just this one.
Our experience with Colorado Wealth Group has been outstanding! They are very thorough and detailed oriented in explaining financial plans and are always available to answer questions. I would highly recommend there services.
