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125 South Howes Street, 6th Floor, Fort Collins, CO 80521

970-221-0169
oldtownadvisors@osaicwealthinc.com
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Climb Your Mountain

Whether You're Approaching Retirement or Already There, We Can Help

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Why Old Town Wealth Avisors

For over three decades, we've specialized in retirement planning, ensuring that our clients can enjoy retirement with confidence.

As your trusted advisors, our mission is to provide clear, straightforward answers to your financial questions, empowering you to make well-informed decisions regarding your retirement.

This website will guide you through our complimentary, commitment-free process, demonstrating how our team can contribute to the success of your retirement. 

Recognizing that we may not be the right fit for everyone, understanding our process will also equip you with a valuable framework for evaluating other firms you might be considering.

Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
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Retirement Strategy After a Job Loss

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
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Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
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Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

Meet Our Team

What is most important to you?

What is most important to you?

We will help you connect with an advisor who properly suits you and your needs. When you partner with an advisor at our firm, you have access to our whole team of knowledgeable professionals.

Bridger Parsons

P Bridger Parsons, AIF®

Financial Advisor

bparsons@oldtownadvisors.com

Paul Soraci

Paul M Soraci, CFP®

Financial Advisor

psoraci@oldtownadvisors.com

David Clarkson

David S Clarkson

Financial Advisor

dclarkson@oldtownadvisors.com

Tiffany White

Tiffany White

Client Ambassador

twhite@oldtownadvisors.com

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