A complete list of active advisors currently associated with Citrine & Gold LLC

Warmer can help you find a great advisor at Citrine & Gold LLC or one who fits your needs even better.

Citrine & Gold provides discretionary and limited non‑discretionary portfolio management, comprehensive financial planning on a fixed or hourly basis, and investment analysis to individuals, trusts, estates, corporations and other business entities. The firm also conducts occasional complimentary educational seminars for clients and prospective clients on topics such as retirement strategies, estate and insurance planning, and education funding. The firm implements tailored model portfolios and a strategic asset allocation framework organized around three client “stages” — Gain, Protect, and Spend — and uses a mix of active allocation, a “risk assist” tactical feature that can shift 0–100% into short‑term U.S. Treasuries, and “real spend” models that include a spend reserve and are designed to support specified annual distribution rates. Investment management is typically discretionary, and Citrine & Gold may utilize its custodian, AssetMark, as a subadviser and provider of model portfolios. Noteworthy distinctions disclosed in the brochure include the firm’s combination of public educational programming and advisory services, and that its representatives are licensed insurance agents who may receive commissions on insurance sales — a potential conflict of interest the firm discloses and permits clients to address by choosing alternative agents. The firm also documents its Code of Ethics, soft‑dollar benefits received from its custodian, and the option for clients to receive standalone financial planning without engaging the firm for investment management.

To learn more about the advisors currently working at Citrine & Gold LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brynna Wilson	Denver, CO	8

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