Erik Utzinger

Principal @Growstrong Wealth Strategies, Llc

Broomfield, CO, US

Our independent platform provides clients with unrestricted solutions tailored to their needs. We specialize in two main areas: wealth management for individuals and 401(k) and qualified plan consulting.Wealth Management: We work closely with individuals, business owners, and key employees to guide them through their specific planning needs. This includes ongoing portfolio selection, comprehensive financial planning, business succession, retirement income planning, and risk management. We integrate Alternative Investments and Private Markets into our asset management strategies, offering diversified and innovative solutions to meet clients\' financial goals. Our goal is to provide personalized strategies that align with clients\' long-term financial objectives.401(k) and Qualified Plan Consulting: GrowStrong Wealth Strategies assists businesses in implementing 401(k) industry best practices. We offer ongoing plan advice and a systematic review of all aspects of the plan structure, ensuring comprehensive oversight. Additionally, we provide individualized advice and assistance to 401(k) plan participants under ERISA §408(g). We help Plan Sponsors identify opportunities to enhance plan design and improve retirement plan metrics, such as participation rates, deferral rates, and employee education.We also offer 3(38) fiduciary guidance, one of the highest levels of retirement plan oversight available, relieving Plan Sponsors from making core-fund lineup decisions.Advisory and insurance services are offered through GrowStrong Wealth Strategies, LLC, an SEC Investment Advisor. Corporate Office: 736 Whalers Way Ste G100 Fort Collins, CO 80525.(P) 86••••••74