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Start Here: Everyone Starts Building Wealth At a Starting Point
Building Wealth Is EASIER With the Support of the Pack, Ensuring Peace of Mind
Our financial services are tailored to meet the unique needs of our diverse clientele, and we have a straightforward process.
To learn more about the types of clients we serve, we invite you to explore our Who We Serve section.
We are committed to helping you find the most suitable financial solutions that provide financial peace of mind.
If you require further assistance, we invite you to browse our transparent pricing along with our FAQ section or check out our latest articles on The Money Howl.
Your Fiduciary Financial Advisor & Financial Planner
Leyder Murillo, CFP®, AWMA®, SE-AWMA® or Aiden as he is known, founded Wolfpack Wealth Management to provide accessible, high-quality financial services to those who need them most.
Leyder Murillo is a CERTIFIED FINANCIAL PLANNER® professional, Accredited Wealth Management Advisor™ designee, Sports & Entertainment Accredited Wealth Management Advisor™ designee, and fiduciary financial advisor. Aiden proudly serves clients in Denver, Los Angeles, and nationwide through virtual meetings or in-person visits.
Working With a CFP® Professional
Our Process Is Simple and Straightforward
Step 1: 60-Minute Complimentary Financial Assessment
This one-hour virtual meeting is designed to help us get to know each other better and ensure that our experiences align with your personal financial situation. The goal of this meeting is to evaluate your current financial status and to clarify your objectives, concerns, and any unique financial circumstances you may have.
Step 2: 60-Minute Strategy Meeting
Just like visiting a doctor for a diagnosis, we first assess your financial situation before recommending a solution.
During our complimentary assessment or before the meeting, we gather essential information to customize your one-hour strategy session. This will help us better understand your unique circumstances.
In our meeting, we will explore your goals, needs, and any concerns you may have, laying the groundwork for our collaboration.
Step 3: 60-Minute Client Check-in Meeting
We hold check-in meetings to discuss your progress and any new topics related to your financial situation. If we are providing ongoing financial planning monitoring or direct investment management, we will cover your progress and provide insights and analysis.
You are no longer alone!