Financial Sense Wealth Management
Financial ServicesEstate PlanningFinancial CounselingFinancial Planners/AdvisorsInsuranceInsurance ConsultantInsurance/Life/HealthInvestment Advisory ServicesInvestmentsOpen for BusinessRenewing MembersRisk ManagementStocks & Bonds Brokers
Originally Puplava Financial Services, known today as Financial Sense Wealth Management, began as an investment and money management firm. What started off as a small financial planning service in 1985 has since grown to a full team of portfolio managers and client service managers with the benefit of a broker-dealer arm to service other advisors and representatives, with financial planning still at the core of what we do each day.
We have over 30 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth. At Financial Sense Wealth Management, we are fiduciaries, which means we act in our client’s best interest giving individualized and independent advice with no proprietary funds. We provide a unique experience to every client, tailored to their individual needs.
At Financial Sense® Advisors, Inc. Registered Investment Advisor and Financial Sense® Securities, Inc. broker/dealer, member FINRA/SIPC we offer comprehensive financial planning for every stage of life. We provide retirement, college, estate and tax planning, as well as executive and business planning services. We also produce market commentary through articles, podcasts, and videos, covering everything from financial planning, economic analysis, and market insights; because we believe an educated investor is a wise investor.