Jason Black

About Jason Black

Most Business Owners & Professionals spend their working lives in their career, while in turn their personal finances take a backseat. This often leaves them ill-prepared for the future. We help business owners, professionals, and pre-retirees grow and protect wealth, achieve financial freedom, and navigate the complexities of retirement without sacrificing lifestyle through our holistic planning process.We specialize in retirement planning and portfolio management. Our diverse clients prioritize growing investments, protecting futures, and enjoying life. With our unique philosophy, we drive long-term performance in any market. Preserving wealth and seeking growth are our top priorities. Our process ensures a target lifestyle for retirement. Have you considered the following: Are you concerned about preserving and passing on your wealth to future generations? Does your current investment portfolio align with your values? Do you have a clear understanding of your entire financial picture into one comprehensive plan (i.e Cash-Flow, Assets, Future Earnings and/or Sale)? Is a significant portion of your retirement portfolio tied up in your company or a 401(k) potentially exposing you to increased taxation as the account grows? Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn? Is your net worth heavily concentrated in your company and you’re not sure on how to transform corporate earnings into personal wealth tax efficiently? Have you recently assessed your risk protection strategies to ensure you’re protected in the event of an emergency?When it comes to retirement have you gone over the best and worst case scenarios in order to retire comfortably and maintain your desired lifestyle?At Colorado Capital Management, integrity is the cornerstone of our operations, guiding our every decision and action. Committed to delivering unparalleled quality, we prioritize providing exceptional client experience, ensuring satisfaction at every touchpoint. Responsibility is ingrained in the fabric of our company culture, in order for us to consistently do the right thing for our clients and the communities we serve.Our team is multi-disciplined and talented at offering advice and guidance on everything from investment management, financial independence & retirement planning to family matters including estate planning, generational wealth, and legacy planning. If you’d like to learn more, please reach out to me directly on LinkedIn, or email me at j••••@coloradocap.com.

Experience

1. Managing Partner & Senior Advisor

   Colorado Capital Management

   Jun 2021 — Present · Boulder, CO, US

   Founded in Boulder-based Colorado Capital Management provides independent fee-only portfolio management, financial planning and impact investments for high net worth individuals, families and foundations.

Education

• University of Colorado Boulder

  Bachelor's degree, Marketing

  2002 — 2006