Breckenridge, CO Office

Pierce Wealth Partners provides investment advisory and financial planning services to individuals, high‑net‑worth clients, families, trusts, estates, charitable organizations, and businesses. Services include portfolio management (discretionary and non‑discretionary), written financial plans, and access to a proprietary wrap fee program.

The firm centers client relationships on comprehensive financial planning and constructs strategically allocated portfolios using mutual funds, ETFs, individual equities, fixed income and other instruments, with legacy holdings evaluated for portfolio fit and tax considerations. Financial planning is described as core to the relationship and is included with advisory services for clients with $2,000,000 or more in investible assets managed by the firm.

Pierce Wealth Partners is affiliated with and routes advisory business through a woman‑owned, certified broker‑dealer (Bley Investment Group), and operates proprietary wrap fee programs that require use of that broker‑dealer for execution; these structural ties and the firm’s dual‑registration of adviser representatives with the broker‑dealer are uncommon among peers and are disclosed as potential conflicts of interest. Some supervised persons are also licensed to sell insurance and may receive separate commissions for insurance products, a further affiliation the firm discloses and manages through policies and client disclosure.