HomeBook a Call
30-minute callTalk through what you have, what you want — and whether we're a good fit.
No prep required. No agenda we hand you in advance. Just an honest conversation with one of our principal advisors about your situation. If we're not the right firm for you, we'll tell you who is.
Pick a time that works.
All times Mountain. 30-minute Zoom or phone call — your choice.
What helps (but isn't required)
- A rough sense of investable assets (ballpark is fine)
- One or two financial questions you've been chewing on
- If applicable: business size, payroll count, current 401(k) status
- Recent tax return — only if you want us to look at something specific
Or send us a message
Prefer to write first?
No phone call required. Send your situation and we'll respond within one business day — from the same advisor who would be on the call.
What happens after the call
- We send notesA short summary of what we discussed and anything we promised to look into.
- You decideTake your time. We don't follow up to chase a decision.
- No next step unless both sides want oneIf we're not the right fit, we'll say so — and where appropriate, suggest who is.
Office hours & phone backup
Mon–Fri, 9am–4pm MountainFront desk picks up. You'll get a return call same day or within four business hours if late in the day.
After-hours voicemailReturned next business morning before noon. We don't let messages sit.
Need a time outside the calendar?Call 970.484.9655 or email and we'll find one. The booking widget shows our standard slots, not our only slots.
Other ways to reach us
Not a phone person? Pick your channel.
Call us directly
If you'd rather skip the calendar and just talk now, the front desk picks up Monday–Friday, 9 to 4 Mountain.
970.484.9655Send an email
You'll get a real reply — usually same day, never longer than two business days.
advisor@unifywm.comVisit our office
We're in Old Town Fort Collins. Coffee's on. By appointment so you don't end up waiting.
185 N. College Ave