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Independent Wealth Strategies is a boutique financial firm based out of Littleton, CO. With a combined 40+ years in the financial industry, a variety of roles in the financial space and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations, we have the financial expertise to simplify and structure your finances to best meet your needs. We specialize in helping our clients balance their day-to-day demands with their dreams and aspirations of tomorrow.
There’s no doubt about it; financial planning expands well beyond numbers and returns. The work we do requires so much more — we guide our clients toward building a solid foundation and help them to see the bigger financial wellness picture. Our goal isn’t to simply meet fiduciary requirements, rather, we work to consistently exceed the standards — in the process, elevating those we support to step into their physical, spiritual and financial freedom.
In 2013, our founder Shelby Trinkino took a leap after 25 years as a corporate executive when she merged two top financial advisory practices and took over a well-established legacy of investment/financial planning advice. It has been a dream realized to combine years of experience, study and training in the securities markets and apply those to her own advisory business helping clients realize their dreams.
We are passionate at Independent Wealth Strategies about helping people make wise financial and life decisions. We are humbled and honored to have clients share their life stories, ambitions and aspirations with us. As CERTIFIED FINANCIAL PLANNER™ Practitioners we are proud to uphold the highest fiduciary standards and work diligently to deeply understand what our clients are trying to accomplish financially and otherwise for themselves and their family.
We take pride in helping our clients align their values with their money, in pursuit of a more meaningful, purpose driven life. To share and celebrate the milestones with our clients over multiple generations has been truly a gift.
Director of Operations
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of
AL,AZ,CA,CO,FL,GA,HI,IA,ID,IL,MD,ME,MO,MT,NC,NE,NV,NY,OH,OK,OR,SC,TX,WA,WI.
No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of
AL,AZ,CA,CO,FL,GA,HI,IA,ID,IL,MD,ME,MO,MT,NC,NE,NV,NY,OH,OK,OR,SC,TX,WA,WI.
No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.