Denver, CO
Steven Harp
Hi, I’m Steven. As the Founder and CEO of Colorado Wealth Group, my vision is to make a positive impact on the community by serving as a true fiduciary to our clients and their goals. We focus on personalized financial planning designed to help our clients navigate life’s decisions with confidence and purpose.
My approach centers on building long-term relationships, simplifying complex financial topics, and creating strategies that align with what matters most to each client.
Steven
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Savvy Investment Team
Avi Claire Chabot
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Avi Claire Chabot is a driven client service professional with a strong background in financial operations, relationship management, and high-touch client support. She brings more than five years of experience in the finance industry, where she developed strong skills in attention to detail, clear communication, and delivering a smooth, supportive client experience. She brings expertise in onboarding, operational workflows, and collaborative problem-solving, always aiming to make interactions efficient and seamless.
Avi Claire holds a Bachelor’s degree in Media Studies from the University of Colorado Boulder and has completed the Intuit Academy Bookkeeping Specialization, strengthening her foundation in accounting and financial operations. She combines her analytical skill set with a people-first mindset, striving to make complex processes feel approachable and to support others with patience and clarity.
Outside of work, Avi Claire lives in Denver with her boyfriend and their dog, Mowgli. She enjoys spending time with her family, traveling, photography and any activities that bring creativity and balance to her life.
I believe great financial planning should provide clarity, confidence, and peace of mind.
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TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
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Get to know
Steven
Steven Harp is the Founder and Chief Executive Officer of Colorado Wealth Group. He graduated from the University of Missouri in 2004 and has since built a robust advisory practice grounded in fiduciary responsibility, education, and personalized service.
Steven is a CERTIFIED FINANCIAL PLANNER® professional and holds several advanced industry designations, including ChFC®, CLU®, AIF®, and CLTC®. These credentials allow him to deliver comprehensive advice across investments, retirement planning, tax planning, insurance, estate considerations, and long-term care strategies.
In addition to serving clients, Steven is passionate about continuing education and mentoring, helping develop advisors within Colorado Wealth Group to ensure consistent, high-quality client experiences.
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How did you become a financial advisor?
I graduated from the University of Missouri in 2004 and began my career with a strong interest in helping people make confident, informed financial decisions. Over time, that interest evolved into a passion for comprehensive financial planning and fiduciary advice. Building Colorado Wealth Group has allowed me to combine that passion with a commitment to education, leadership, and long-term client relationships.
What types of clients do you work with?
I work with individuals and families who want a thoughtful, personalized approach to managing their wealth. Many of my clients value long-term planning, proactive guidance, and a trusted advisor who can help them navigate life transitions with clarity and confidence.
What areas of expertise do you have?
My expertise lies in comprehensive financial planning, including investment management, retirement planning, risk management, estate considerations, and long-term care planning. I take a holistic view of each client’s financial life to ensure every decision works together toward their goals.
What kinds of strategies do you help clients with?
I help clients develop strategies focused on long-term financial security—retirement income planning, investment allocation, insurance and risk management, and planning for healthcare and long-term care needs. Every strategy is customized to reflect each client’s priorities and circumstances.
What is your favorite part of working with clients?
My favorite part is helping clients feel confident about their financial future. Providing peace of mind—knowing there is a clear plan in place and a trusted partner guiding them—is incredibly rewarding.
What is it like partnering with Savvy?
Savvy’s platform supports the high-touch, fiduciary-focused service model we value at Colorado Wealth Group. Its modern technology, collaborative resources, and integrated planning tools allow us to deliver a seamless client experience while keeping the focus where it belongs—on our clients’ goals.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Colorado Wealth Group (“CWG”) is a financial services group offering investment advisory services through Savvy Advisors, Inc. (“Savvy”). Savvy is an investment advisor registered with the Securities and Exchange Commission (“SEC”). CWG is not a separately registered investment advisor.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.