Our Team

This Is Where Your Wealth Becomes Intentional.

You've built something significant. What comes next requires more than portfolio management — it requires a team that understands the full architecture of your wealth, and the legacy you intend it to support.

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THE ADVISORY RELATIONSHIP REDEFINED

**Wealth Management, as it should have always felt.**

With RTI Wealth Management, many dimensions of your financial life are accounted for — not just the investments, but the strategy behind them, the legacy you're building, and the values that shape both. When the world shifts, someone who genuinely knows you calls.

You can look ahead — not because nothing will ever change, but because a well-considered plan can help you navigate changes as life evolves..

Get to know our team

“It’s about building a more confident future in the present moment.”

- Nicole Rivera, Operations Manager

“Empowering the success of our clients is at the core of everything that we do.”

- Heidi L. Westfall, Wealth Advisor

“We are a diverse team of educated and dedicated professionals who put the success of the client first.”

- Anthony Cisneros, CRPC® CRPS®, President, Wealth Advisor

Designed for You

A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.

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“Providing sound investment and financial strategies that help build multi-generational family legacies.”

- Phil Loring, Jr, CEO, Wealth Advisor

Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

Retirement

Tax

Investments

Lifestyle

^{Get in touch with RTI Wealth Management}The right conversation starts with a single call.

Call: 970-236-8800

Colorado Office

400 E Horsetooth Rd, Ste 201

Fort Collins, CO 80525

Fax: 970-236-8833

Call: 970-236-8800

Utah Office

310 E 4500 S, Suite 230

Salt Lake City, Utah 84107

Call: 801-290-2450