Financial Planning

Access to financial planning for all, for free

Without disrupting your current budget, a personalized financial plan will recommend the most suitable strategy to grow, manage and protect your wealth.

A totally free service.

*There is no cost for the planning however, there may be asset management fees, and other possible costs involved with implementing the plan.

Free, guided and objective planning

Knowing what to do on a monthly basis to maintain lifestyle while planning for the future can be an arduous task. Most households will experience a significant lifestyle change, and oftentimes due to an unforeseen event.

That’s where we come in. Without changing your current budget, our planning professionals will use millions of calculations to formulate and recommend the most appropriate, and mathematically sound personalized plan to grow and protect your wealth. Did we mention it’s free?

Your Mountain West Wealth plan

Your MWW plan will give you clear and concise recommendations to optimize your liquidity, savings, spending, investments and insurance. That means having the tools and confidence to know exactly what steps to take each month to ensure, grow, and plan for every life stage. We are here to help realize and implement your goals and plans at the lowest possible cost.

Let’s build something together.

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This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Advisory Services offered through BEAM Wealth Advisors, Inc., a SEC Registered Investment Advisory Firm.  Securities offered through Purshe Kaplan Sterling Investments, Member FINRA & SIPC., Headquartered at 80 State Street, Albany, NY 12207.  BEAM Wealth Advisors, Inc. Aaron Schuler, Investment Advisor Representative.  Mountain West Wealth LLC, Beam Wealth Advisors, FIT Divorce Planning and Purshe Kaplan Sterling Investments. are separate, unaffiliated entities.


1471 Dewar Drive #140
Rock Springs, WY 82901

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