Erik SartinFinancial Advisor
email: erik.sartin@wealthsg.com phone: 970.658.4165 Erik Sartin is a financial advisor dedicated to helping clients make informed financial decisions within a comprehensive plan. He compliments his financial education with 13 years of practical experience advising individuals and small business owners. Erik's systematic approach to financial planning reduces financial uncertainty and its accompanying stress, freeing his clients to enjoy the full potential of their wealth. Erik is a long time home-brewer and loves spending time outdoors with his spouse and four children.
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Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian
Check the background of our investment professionals on FINRA's BrokerCheck.
Check the background of our investment professionals on FINRA's BrokerCheck.
Our Services
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Financial PlanningUnderstanding how various strategies impact your personal balance sheet is crucial to know what paths to take and to help create certainty around the destinations. Our team helps navigate critical headwinds you face in your journey, both on a comprehensive level and with granular detail, to help set you on the path for success.
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Business Transition PlanningOur team helps in the preparation of yourself and/or your practice for a sale or acquisition. This process can be laborious, time consuming, and detail-oriented. One of the first steps to help you start planning toward a successful outcome is knowing how the various stages in the process can occur, from start to finish. From there, you can take steps to make decisions that help you work toward the outcome you want.
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Financial Products
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