Indelible Wealth Group

Registered Investment Adviser Placing You First
Indelible Wealth Group LLC is a fee only Independent Registered Investment Adviser (RIA) firm, registered in Colorado and California and working with clients on a national level.  We are not stock brokers or a hedge fund, we do not sell insurance products, and we do not take custody of our client’s assets. There are many advantages to using a Registered Investment Adviser, but none more important than the Fiduciary Standard of placing your best interest at the forefront of the investment process.  We are not compensated on commission and we do not benefit from revenue sharing based on the investment vehicles we recommend. Many firms express their commitment to the Fiduciary Standard but fall short in a variety of ways (revenue sharing, commission based compensation for their sales force, trailing compensation based on offers or products, incentivizing on new products or programs), and often mandate their representatives fiduciary obligation is to the firm not to the client. To be certain, ask your current service if their management will sign a letter attesting to being a true fiduciary and ask for their compliance department to sign off as well.

Who We Are

 

Indelible Wealth Group

Indelible Wealth Group LLC is a Registered Investment Adviser located in Berthoud Colorado, serving investors on a national basis.  The firm was established to provide comprehensive wealth management and financial planning to investors in every stage of life.  By taking a holistic view of our client’s total financial picture we’re better able to guide our clients through their financial journey. Because we’re a fee only firm we’re able to provide candid advice centered on our clients not on our compensation.

Jason Brooks

President

Jason M. Brooks is the President of Indelible Wealth Group LLC, and is a Certified Financial Planner® Accredited Investment Fiduciary ® and Accredited Asset Management Specialist™. He is an active member of the Financial Planners Association of Colorado. Prior to establishing IWG he successfully partnered with over 200 families with assets in excess of $200 million with Schwab Private Client™. In his free time he enjoys spending time with his wife and dogs, restoring his old house and ’51 Ford, playing ice hockey, hiking and fly-fishing in the great outdoors of the Rocky Mountain region.

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Larry Gale

Investment Adviser Representative

Larry Gale is an independent Investment Adviser Representative with Indelible Wealth Group, and is an Accredited Asset Management Specialist™. Prior to joining Indelible, Larry confidently managed a team of investment consultants as well as partnered with over 200 families with assets in excess of $250 million with Schwab Private Client™. Larry’s interest in the financial markets began at an early age. He recalls his father introducing him to a stock market and investing course at the age of 11, and he has actively pursued this passion ever since. With a B.S. in Finance and minor in investing from Metropolitan State University, Larry has 30 years of financial service experience to draw upon.  As your financial advisor, he will help you define your goals, stay disciplined along your financial journey, and make sense of the vast array of investment solutions available to you. As Colorado natives, Larry and his family enjoy the great outdoors to the fullest.  His hobbies include playing golf, fishing, cooking and traveling.

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Carshon Rodgers

Investment Adviser Representative

Carshon Rodgers is an independent Investor Advisor Representative with over 20 years in the financial services industry. She started her career at Merrill Lynch working with large market Defined Benefit Plans and then went on to working with over 200 families with assets in excess of $250 million at Charles Schwab, Private Client. In 2007 she joined LPL Financial as an independent financial advisor and as of 2018, Carshon moved to join her former colleagues at Indelible Wealth Group. With a B.A. in Economics and a minor in Finance from St. Cloud State University in MN, and an MBA from Regis University, she has a passion for what she does and loves working with her clients in guiding them through life’s financial journey. In her free time, you can find Carshon snowboarding during the winter months and summers on the golf course. You may also catch her hiking, camping, traveling, and socializing with friends.

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Tools & Research

Research the history of Indelible Wealth Group and Jason Brooks: Broker and Firm Check» CRD# 166864

Our Investment Policy

 
At Indelible, we follow and apply Modern Portfolio Theory when constructing and managing our client portfolios. This concept is predicated on the efficient market hypothesis, and seeks to optimize portfolio potential through diversification, optimization, and rebalancing on regular intervals. The gained advantage of following this time tested methodology is improved competitiveness, and the minimizing of emotional influences on investment decision. This seemingly elementary methodology has repeatedly proven its validity in our modern world, as it provides the antidote to emotional investment decisions.

Our Portfolios

 

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Low Risk

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Greater Risk

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Modest Risk

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High Risk

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Moderate Risk

*Percentage of equity. Difference to equal 100% Fixed Income.

Why IWG

 

Mission

To be a source of confidence and inspiration during times of struggle, a voice of reason in heightened markets, and to guide with compassion through careful attention to your needs.

I started IWG because I believe you deserve a trusted partner whose sole focus is on your ultimate success in achieving your financial goals. Because your investment accounts are only part of your total financial picture, I apply a holistic approach in choreographing your wealth management to ensure you’re maximizing your potential and minimizing costly errors. As a Certified Financial Planner® I will develop a comprehensive plan of action, with mileposts to gauge your progress, and ongoing evaluations to keep you focused on the big picture. My collaborative approach allows us to stay on point as your needs change and the complexity of your overall financial plan evolves. Most importantly I believe you deserve unbiased advice to help you achieve your personal goals in life. You benefit most by investing with a disciplined methodology rooted in a time tested sensible philosophy. The inherently unpredictable nature of the markets demands a disciplined approach to investment management. With over a decade of industry experience, and a passion for helping investors make sensible decisions, I will align your portfolio according to your tolerance for short-term volatility while keeping focus on your long-term goals. Because your goals and objectives are the reason for investing, I whole-heartedly believe you’re best served by having a single point of contact for your financial planning and wealth management services. Jason M Brooks CFP®, AIF®