The Wealth Conservancy’s focus is specific: providing complete financial planning solutions to inheritors of significant wealth. From basic investment issues through multi-generational planning, this wealth management, fee-only financial planning, and wealth coaching firm offers a client-centered and focused approach that keeps inheritors at the center of their wealth. Serving clients nationwide, TWC is located in Boulder, Colorado, and is founded and run by The Inheritor's Advocate and author Myra Salzer.
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The Wealth Conservancy, Inc. Questions
The The Wealth Conservancy, Inc. annual revenue was $1 million in 2026.
Myra Salzer is the Founder of The Wealth Conservancy, Inc..
5 people are employed at The Wealth Conservancy, Inc..
The Wealth Conservancy, Inc. is based in Boulder, Colorado.
The NAICS codes for The Wealth Conservancy, Inc. are [52393, 523, 52, 5239].
The SIC codes for The Wealth Conservancy, Inc. are [62, 628].
Top The Wealth Conservancy, Inc. Employees
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Myra Salzer
Founder at The Wealth Conservancy, Inc.
Boulder, CO, US24 -
Melissa Hoyer
Financial Advisor at The Wealth Conservancy, Inc.
Boulder, CO, US1 -
Katherine Wolf
Certified Financial Planner and Wealth Coach at The Wealth Conservancy, Inc.
Boulder, Colorado, United States25+ -
1
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