FAQs

At San Juan Wealth Management, we partner with investors who value a thoughtful, personalized approach to wealth management. Many of our clients are retirees, business owners, and families who want clear guidance on building, protecting, and transferring wealth. While our offices are located in the Four Corners region, we proudly serve clients throughout the United States—both in person and virtually.

We provide comprehensive wealth management designed around each client’s unique goals. Our key services include:
Retirement planning

• Tax-efficient investment strategies
• Estate and legacy planning
• Portfolio management
• Financial education and guidance

Every plan we create is customized to align with your short-term income needs and long-term growth objectives.
 

We believe that every client is as unique as their investment goals. Our philosophy focuses on customization, education, and balance—helping clients maximize their growth potential while staying within their comfort zone. We also strive to minimize tax implications and make every dollar count.

Getting started is simple. You can schedule an introductory conversation—either in person, by phone, or virtually. During this meeting, we’ll discuss your financial goals, investment experience, and any specific concerns you may have. From there, we’ll create a personalized plan that fits your needs and timeline.

While we don’t advertise a strict account minimum, we’re best suited for investors who are seeking a professional, long-term partnership focused on comprehensive wealth management. If you’re ready to engage thoughtfully in your financial future, we encourage you to reach out for an initial consultation.

In some cases. In advisory client relationships, we act as fiduciaries, meaning we are legally and ethically bound to put your best interests first. This ensures our advice is transparent, objective, and aligned with your financial goals.

We maintain offices in Durango, Colorado and Albuquerque, New Mexico. However, our reach extends nationwide through virtual meetings and phone consultations—allowing us to serve clients wherever they live.

Unlike many firms that rely on standardized investment models, we take a deeply personalized approach. Every client’s portfolio is designed from the ground up to reflect their values, goals, and risk tolerance. Our teaching approach helps clients understand each decision, creating confidence and clarity throughout the process.

Absolutely. We have clients located all over the United States. Thanks to secure technology and flexible meeting options, we can provide the same high-touch, relationship-driven service whether you’re in-state or across the country.

We believe in proactive communication. Most clients meet with us at least once or twice per year, though we’re always available for updates, check-ins, or strategy adjustments as your circumstances change.

Our first meeting is all about understanding your story—your goals, priorities, and what financial success looks like to you. There’s no commitment required. We’ll answer your questions, share how we work, and outline how our process can help you move forward with confidence.

Your accounts are held with LPL Financial, one of the nation’s leading independent broker-dealers and custodians.* This ensures that your assets are secure, transparent, and professionally managed.

*As reported by Financial Planning magazine, 1996-2025, based on total revenue.

Our retirement planning process helps you determine how much you need to retire comfortably, how to generate sustainable income, and how to manage taxes in retirement. Whether you’re nearing retirement or already enjoying it, we’ll help you make informed decisions that support your ideal lifestyle.

Yes. We specialize in tax-efficient investment management, working to help you reduce your tax burden and increase after-tax returns. We coordinate with your CPA or tax professional to ensure your investment strategy aligns with your broader tax plan.

We can. We collaborate with estate attorneys and other professionals to ensure your wealth is transferred smoothly and strategically. Our goal is to help you leave a meaningful legacy for the people and causes you care about most.