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Canyon River Wealth Planning

Canyon River Wealth Planning

Financial ServicesFlag of USEdwards, Colorado, United States1-10 Employees

Company overview

Headquarters56 Edwards Village Blvd, Suite 206-11, Edwards, Colorado 81632, US
Website
NAICS52
Employees1-10

Key Contact at Canyon River Wealth Planning

Flag of US

Marla Sherrod

Co-Founder - Wealth Partner

Canyon River Wealth Planning Email Formats

Canyon River Wealth Planning uses 1 email format. The most common is {first name} (e.g., john@canyonriverwealth.com), used 100% of the time.

FormatExamplePercentage
{first name}
john@canyonriverwealth.com
100%

About Canyon River Wealth Planning

At Canyon River Wealth Planning, we seamlessly integrate experience, empathy, and integrity to help you navigate through life’s financial transitions. Our team possesses a sound understanding of both the technical and emotional dimensions inherent in retirement. Our objective is to craft strategies that align precisely with your goals and values. Our comprehensive wealth management services are designed to safeguard each aspect of your journey, helping to ensure reliability and confidence in your financial future. Our approach is grounded in the values of family, compassion, and integrity. We blend technical experience with a deep respect for the emotional side of financial planning. To learn more about Canyon River Wealth Planning, visit our website at www.canyonriverwealth.com -- Securities and advisory services offered through &PARTNERS℠, a registered broker-dealer and investment advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

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Canyon River Wealth Planning revenue & valuation

Annual revenue$256,665
Revenue per employee$86,000
Estimated valuation?$821,328
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Canyon River Wealth Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Canyon River Wealth Planning has never raised funding before.

Canyon River Wealth Planning Tech Stack

Discover the technologies and tools that power Canyon River Wealth Planning's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Gravity Forms

Form builders

Vimeo

Vimeo

Video players

Animate.css

Animate.css

UI frameworks

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Google Analytics

Google Analytics

Analytics

Salesforce

Salesforce

CRM

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

Frequently asked questions

Canyon River Wealth Planning is located in Edwards, Colorado, US.
Canyon River Wealth Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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