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Craig W
Series 63, Series 65
Montrose, CO
Four Seasons Investment Advisors, Inc.
Craig Wolverton is a financial advisor at Four Seasons Investment Advisors, Inc. in Montrose, CO, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Four Seasons Investment Advisors since 2005 and Oberlin Financial Corp. since 2004. Four Seasons Investment Advisors provides portfolio management and financial planning services to individuals, trusts, estates, and business entities, managing approximately $108.9 million in assets. The firm emphasizes broad asset allocation, low-cost funds, global diversification, and periodic rebalancing, and offers a Co-Advisor program that integrates third-party discretionary managers alongside financial planning addressing mortgage and debt evaluation.
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