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1136 E. Stuart Street
Bldg 2; Suite 2100
Fort Collins, CO 80525

(970) 223-1922

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Welcome to JBA Wealth Management Group

At JBA Wealth Management Group we are committed to helping individuals and businesses work towards their financial goals. Drawing on the skills of our team of professionals, we literally custom design a plan for each client. Our computer support programs allow us to reduce masses of information to the bottom line, quickly and efficiently.

Teamwork & Technology

We pride ourselves on providing an informational service. We are not here to sell a particular product, but to pinpoint, out of thousands of alternatives, suitable options available. We can help you review life insurance, annuities, and other financial products to work towards meeting your goals.

Our Purpose

We feel the only sensible objective of any financial review is to enhance your benefits and money supply simultaneously, not giving up one for the other, so as to work towards achieving enhanced financial protection and potential.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at JBA Wealth Management Group or call us at 970-223-1922. We look forward to hearing from you.

Our office is located in Fort Collins, Colorado and services Loveland, Greeley, Windsor, the Greater Denver Area, and Wyoming.

Helpful Content

Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

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What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.


Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.


You’ve made investments your whole life. Work with us to help make the most of them.


Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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