Sopris Wealth, LLC is a Denver-based independent Registered Investment Adviser (RIA) founded by Peter Boukouzis. The firm operates as a fee-only fiduciary, meaning it is legally obligated to act in its clients' best interests and is compensated solely by client fees, not commissions from product sales. Its core services include comprehensive financial planning, investment management, and retirement planning, tailored to individuals, families, and business owners, particularly those nearing or in retirement.

Founded in

United States