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Investment and Wealth Management Colorado

 
 
 
Whether you’re dreaming of your retirement cabin, starting your own business, or going back to school, Investment and Wealth Management at On Tap Credit Union© is here to help.

We’ll work with you to design a personalized financial strategy for the life you want to live. It’s more than just planning for retirement, it’s about helping you gain a sense of financial independence—now and for the future.

Connect with our professionals and start crafting your plans for the future.
 
REQUEST A CONSULTATION
 
 

How can we help you pursue your goals? 

  • Retirement Planning
  • Savings & Investment Planning
  • Asset Allocation
  • Education Planning
  • Estate Planning
  • Annuities & IRAs
  • Asset Management
  • Investment Services
  • Mutual Funds
  • Life Insurance
  • Long-Term Care

We're here to craft the right plan to get you path to success started.


In addition to our other services, LPL offers Guided Wealth Portfolios (GWP) which is a digital investment platform with minimal costs and an advisor where you receive automated support. This can be a good option for people who prefer a remote investment service verses in-person and getting started on this platform is fairly quick.
 



Our Investment Professionals

Meet Dave

Dave Sprague
LPL Financial Advisor

dave.sprague@lpl.com

303.384.4589


Meet Tom

Thomas P. Valdez Jr.
LPL Financial Advisor

thomas.valdez@lpl.com

303.384.4588


Tips on Tap- Investment & Wealth Management






older couple hiking

The Basics Of Financial Fitness






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Making Sense of Your Credit Score






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When to Begin Collecting Social Security






Ready to get started planning for your future? 
REQUEST A CONSULTATION

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. On Tap Credit Union and Investment and Retirement Center located at On Tap Credit Union are not registered as a broker-dealer or investment adviser. Registered representatives of LPL offer products and services using Investment and Retirement Center located at On Tap Credit Union and may also be employees of On Tap Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, On Tap Credit Union or Investment and Retirement Center located at On Tap Credit Union. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by NCUA or Any Other Government Agency

Not Credit Union

Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
 

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.