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Financial Planning For Tech Professionals

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Our Philosophy

Our Philosophy

Trust & Transparency

At Progress Wealth Management, we place great value on the quality of the relationship we have with you. We want you to be confident that our only incentive is to do what is in your best interest. We adhere at all times to the highest fiduciary standard of care and strive to earn your trust through transparent processes and honest communication. Our fee-only compensation model means that we receive payment for our asset management services from only one source —you. Our clients value our open approach, and we value their continued loyalty.

Integrated Approach

Our integrated approach places investment management within the context of a comprehensive financial plan, which means that your portfolio is aligned with your risk profile and tailored to help you work toward your life goals. With our goal of consistently and efficiently capturing market returns, we diversify your portfolio across multiple asset classes and within multiple investment styles. We do this by utilizing time-tested strategies developed by leading academic institutions to optimize investment portfolios over time. We integrate investment advising, tax planning, compensation, cash-flow planning, and traditional financial planning methods for a robust, self-reinforcing approach to your wealth.

Unbiased Financial Advice

As a fee-only independent registered investment advisory firm, we don’t push proprietary products, we receive no kickbacks or commissions, and we have no quotas to meet. When you work with us, you can expect unbiased financial advice based on your needs, not the needs of a large brokerage firm or its shareholders. We actively explore investment strategies from multiple sources, not just a single money manager or custodian. Our strategic partners offer globally diversified opportunities typically available to only large pension plans and other institutional investors and are expertly crafted to avoid the blind spots and mistaken assumptions that often derail less strategic approaches.

Education

We know from experience that informed investors are the most successful investors. That’s why we seek to educate and inform through regular client meetings, reports, workshops, webinars, our website, and our YouTube channel. We strive to provide clients who are in the process of accumulating wealth with the knowledge they need to put their money to work with discipline and direction. We also possess uniquely deep and detailed knowledge of the benefits and compensation at Oracle, Lockheed & Martin, Dropbox, Salesforce, and other large tech companies and have made it our mission to provide the most expert possible consulting for high-earners within the tech industry.

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Progress Wealth Management • email us at blaine@progresswealthmanagement.com• Meet us at 12183 West 57th Ln Arvada, Colorado, United States of America 80002 • Hours Of Operation: 7AM - 7PM, Monday through Friday • Blaine Thiederman MBA, CFP®
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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Progress Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Progress Wealth Management an Investment Advisor in the State of Colorado. Being registered as an investment adviser does not imply a certain level of skill or training.
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• Securities offered through Charles Schwab & CO and Altruist Financial LLC, Member FINRA/SIPC. Progress Wealth Management Charles Schwab & CO and Altruist financial, LLC are separate entities, independently operated. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Colorado or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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