Cherry Creek Financial Advisors, INC.

Cherry Creek Financial Advisors is an investment advisory firm that provides investment account supervision and financial planning services. They follow a 7-step wealth management process to help clients define goals, learn about their situation, analyze strategies, implement a plan, manage progress, and update the strategy as needed. They primarily use exchange-traded funds and no-load mutual funds to implement investment strategies, but may occasionally use actively managed funds or individual securities. They review client portfolios quarterly and conduct annual review meetings to update the client's wealth management strategy.