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What We Do

We provide goals based financial advice for individuals and businesses. Our goal is to help each client work toward achieving their version of financial security. A critical part of the process is balancing a client’s goals with their risk tolerance based upon the stage of their financial life cycle. Investment decisions are complex because they require decisions based on so many different considerations. As an example, an individual with a significant amount of assets might be oriented more toward a conservative strategy to minimize risk. Their focus may be on retaining already accumulated wealth. Younger investors focused on wealth accumulation may be better suited for more aggressive returns, which often come with more risk. We tailor your plan based on your specific goals.

Location

AFC is located in Lakewood Colorado and our building is known for its beautiful appearance in the summer, and its amazing lighting display during the Christmas Holiday.

Our Start

Since 1981, AFC Wealth has helped Colorado residents with investment decisions. Initially the business was founded by David G. Carpinelli as real estate sales and property management firm. In 1998, David and his son Matthew began building the full service financial services firm that is known today as AFC Wealth. Over the years, Matthew has owned and operated real estate companies, tax preparation firms and accounting practices. All with the single goal of helping clients create wealth. Today, AFC is 100% focused on providing clients with a first class wealth management experience.

Check the background of this firm on FINRA’s BrokerCheck.

AFC Wealth
900 S Kipling Parkway
Lakewood, CO 80226

(303) 989-5900

 
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