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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 eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Scottrade, Vail Resorts, and Southpaw Builders. Wolf & Raven Private Wealth Management is an independent advisory firm serving high-net-worth individuals, businesses, and retirement plans with discretionary asset management, financial planning, and consulting. The firm emphasizes diversified portfolios and uses fundamental, technical, and cyclical analysis alongside Monte Carlo planning to guide investment decisions, with a particular focus on pension consulting for plan sponsors.

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