Traverse Planning
Investment Management • 
Lakewood, Colorado, United States • 1-10 Employees
Company overview
| Headquarters | 12600 W Colfax Ave, Suite B-320, Lakewood, CO 80215, US |
| Phone number | +13039570307 |
| Website | |
| NAICS | 5231 |
| Keywords | Tax Planning, Wealth Management, Retirement Planning, Fiduciary, Financial Planning, Estate Planning, Investment Management, 401K Plans, Tax Strategies, Retirement Distribution Planning, Equity Compensation Planning, Preparing For Retirement, Multigenerational Planning, Stock Award Planning |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contact at Traverse Planning
Joel Houwer
Director of Operations
Traverse Planning Email Formats
Traverse Planning uses 2 email formats. The most common is {first name} (e.g., john@traverseplanning.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@traverseplanning.com | 66.7% |
{first initial} | j@traverseplanning.com | 33.3% |
About Traverse Planning
Traverse Planning was founded on the philosophy that an advisor should have a moral, ethical and legal responsibility to act in their client’s best interest. Tackling your finances can be a stressful and intimidating endeavor. It can leave you feeling vulnerable and overwhelmed. Many people will turn to a financial advisor seeking guidance through the complexity of the planning process. You shouldn’t also have to worry that your advisor is truly acting in your best interest. At Traverse Planning, we seek to make the financial planning experience personalized, rewarding and stress-free. Our financial advisors build trust through transparency and work with clients in a fiduciary capacity 100% of the time. You can feel confident that our interests are aligned with yours. Let Us Be the Center of Your Financial World™
Traverse Planning revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Traverse Planning has never raised funding before.
Traverse Planning Tech Stack
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Frequently asked questions
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