FINANCIAL ADVISOR
Suite 230
Basalt, CO 81621 opens in a new window
Call Send Me a MessageKatie Preston,
CRPC™
305 Gold Rivers Court Suite 230
Basalt, CO 81621 opens in a new window
Focus Areas
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Socially Conscious Investing
- Insurance & Annuities
- Wealth Strategies
- Intergenerational Planning
Personal Interests
- Camping
- Hiking
- Snowboarding
- Traveling
- Volunteering
Contact Me
Contact Me
Office Information
Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Monday | By Appointment Only |
| Tue | By Appointment Only |
| Tuesday | By Appointment Only |
| Wed | By Appointment Only |
| Wednesday | By Appointment Only |
| Thu | By Appointment Only |
| Thursday | By Appointment Only |
| Fri | By Appointment Only |
| Friday | By Appointment Only |
| Sat | By Appointment Only |
| Saturday | By Appointment Only |
| Sun | Closed |
| Sunday | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Monday | By Appointment Only |
| Tue | By Appointment Only |
| Tuesday | By Appointment Only |
| Wed | By Appointment Only |
| Wednesday | By Appointment Only |
| Thu | By Appointment Only |
| Thursday | By Appointment Only |
| Fri | By Appointment Only |
| Friday | By Appointment Only |
| Sat | By Appointment Only |
| Saturday | By Appointment Only |
| Sun | Closed |
| Sunday | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More