GrowStrong Wealth Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$93,000,000
Clients
203
Advisors
3
of 3 employees
About
GrowStrong Wealth Strategies serves individuals (including high‑net‑worth clients), trusts, and small businesses, offering discretionary asset management, financial planning, and retirement‑plan advisory services. The firm provides portfolio management for individual accounts, variable annuity and life product management, and both non‑fiduciary and fiduciary qualified plan services (including 3(21) and 3(38) roles).
The firm builds investment programs around each client’s goals, time horizon, and risk tolerance and typically operates with discretionary trading authority and ongoing monitoring. GrowStrong routinely recommends or uses third‑party managers (Howard Capital Management and The Pacific Financial Group), provides planning and estate‑planning support via a third‑party vendor, and has added a private‑fund referral program for eligible clients.
Distinctive features include active use of third‑party lead and rating services (advertising through the SmartVestor/Ramsey Solutions program) and the regular offering of public seminars and workshops, practices that are less common among peers. GrowStrong’s advisors also hold insurance licenses and the firm discloses solicitor/referral fee arrangements with TPMs and private funds, with policies and disclosures intended to address the resulting conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Negotiated flat fees for estate planning through third-party vendor; financial planning project-based retainer fees; seminars/workshops up to $50 plus cost of materials
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001+: 1.00% annually
Up to $250 per hour
Main office
736 Whalers Way, Suite G100
Fort Collins CO 80525
Advisors at this office
3
Most active in
Colorado · Montana · Nebraska · Texas
Also doing business as
Brett Reid Wealth Management · Growstrong 401 K · Growstrong Wealth Strategies · Growstrong Wealth Strategies, LLC · Guided Wealth Strategies, LLC.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Erik U
Series 63, Series 65
Fort Collins, CO
GrowStrong Wealth Strategies
Erik Utzinger is a financial advisor at GrowStrong Wealth Strategies with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Transamerica Financial Advisors and Academy Bank. Outside of advising, he operates an independent insurance agency and is a member of Shift Holdings, LLC. GrowStrong Wealth Strategies serves individuals, trusts, and small businesses by offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm builds investment programs tailored to clients’ goals, time horizons, and risk tolerance, frequently utilizing third-party managers and providing planning support through external vendors.
Gina W
Series 65
Fort Collins, CO
GrowStrong Wealth Strategies
Gina Waite is a financial advisor at GrowStrong Wealth Strategies in Fort Collins, CO, with 21 years of industry experience. She holds a Series 65 credential and has worked at several firms including Transamerica Financial Advisors and Purshe Kaplan Sterling Investments. Outside of advisory work, she serves as president of Equinox Financial, a pass-through entity managing office and administrative expenses. GrowStrong Wealth Strategies serves individuals, high-net-worth clients, trusts, and small businesses by offering discretionary asset management, financial planning, and qualified retirement plan services. The firm uses a variety of analysis methods and strategies tailored to client goals, and it works with third-party managers while also providing insurance products and estate planning services.
Clayton O
Series 63, Series 65
Fort Collins, CO
GrowStrong Wealth Strategies
Clayton Olson is a financial advisor at GrowStrong Wealth Strategies with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Global View Capital Management, Purshe Kaplan Sterling Investments, Sage Benefit Advisors, and Transamerica Financial Advisors. Olson also serves as president of New Horizon Financial, Inc., a role involving management of office expenses. GrowStrong Wealth Strategies serves individuals, high-net-worth clients, trusts, and small businesses by providing discretionary asset management, financial planning, and qualified retirement plan services. The firm employs a range of analytical methods and strategies tailored to client goals and monitors third-party managers when used.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")