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Anthony B

Series 63, Series 66

Aurora, CO

Wolf & Raven Private Wealth

Anthony Bettencourt is a financial advisor at Wolf & Raven Private Wealth with 8 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc., Scottrade, Vail Resorts, and Southpaw Builders. Bettencourt is based in Aurora, Colorado. Wolf & Raven Private Wealth Management is a small independent advisory firm serving high-net-worth individuals, businesses, and retirement plans. The firm offers discretionary asset management, financial planning, and pension consulting, using diversified portfolios and a combination of fundamental, technical, and cyclical analyses alongside Monte Carlo planning techniques.

Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting General estate planning guidance General tax planning
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