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Colorado Springs, CO Office

Team
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Senior Tax Advisory Group, Inc. logo

Senior Tax Advisory Group, Inc.

Supported

Firm-wide stats for Senior Tax Advisory Group, Inc.

Total advisors

4

Across 2 offices

Clients per advisor

201 Very High

Avg AUM per client

$153,094 Very Low

HNW client ratio

1% Very Low

About

Senior Tax Advisory Group, Inc. serves individual clients, including high‑net‑worth individuals, by recommending and monitoring third‑party investment advisers to manage client accounts. The firm reports discretionary management of model‑based portfolios and approximately $122.8 million in assets under management.

The firm uses an asset‑allocation approach that relies largely on exchange‑traded funds and client suitability information to select one or more co‑adviser model portfolios. Co‑advisers are responsible for portfolio management, trading, reporting and custodian reconciliation while Senior Tax Advisory Group conducts ongoing monitoring and retains authority to establish or terminate co‑advisers and reallocate accounts among models.

Noteworthy features include a high client load—about 800 clients served by three advisors—which suggests a more standardized, model‑driven service structure than firms with lower client‑to‑advisor ratios. The firm is affiliated with a licensed insurance agency and its owners and associates may receive commissions for insurance products, a disclosed conflict of interest the firm says it seeks to mitigate.

Based on Senior Tax Advisory Group, Inc.

Expertise

Wealth management

Based on Senior Tax Advisory Group, Inc.

Location

6775 Rangewood Dr.

Colorado Springs CO 80918

Advisors at this office

3

Advisors at this office

user avatar

Albert D

Series 65

Colorado Springs, CO

Senior Tax Advisory Group, Inc.

Albert Dipentino is a Series 65-credentialed advisor with Senior Tax Advisory Group, Inc. in Colorado Springs, CO, where he has worked since 2021. His prior experience includes roles at Stericycle, Deep Rock / Primo Water, and the Colorado Springs Police Department, among others. He is also involved in life and health insurance sales. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, offering portfolios managed by third-party Co-advisers. The firm emphasizes asset allocation through exchange-traded funds and model portfolios while maintaining a high client-to-advisor ratio.

Wealth management
user avatar

Kathleen L

Series 63, Series 65

Colorado Springs, CO

Senior Tax Advisory Group, Inc.

Kathleen Larouere is a financial advisor with Senior Tax Advisory Group, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Her career includes prior roles at VOYA Financial Advisors and Simplicity Wealth, LLC. She is also a licensed insurance agent involved in insurance account reviews as part of her professional activities. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing third-party Co-adviser model portfolios focused on asset allocation through exchange-traded funds. The firm manages approximately $88.5 million in assets across more than 1,100 client relationships with a high client-to-advisor ratio.

Wealth management
user avatar

Justin W

Series 65

Colorado Springs, CO

Senior Tax Advisory Group, Inc.

Justin Woodbury is a Series 65-licensed financial advisor with Senior Tax Advisory Group, Inc. in Littleton, CO, bringing over 15 years of industry experience including 14 years at Tucker Financial Group. He is also the principal and owner of FITFO Financial, an investment-related business in Colorado. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing a model portfolio approach through third-party co-advisers. The firm manages approximately $88.5 million in assets across more than 1,100 client relationships.

Wealth management
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