The Wealth Conservancy, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Wealth Conservancy primarily serves high‑net‑worth individuals and also works with some business entities and non‑HNW clients, providing discretionary and non‑discretionary portfolio management, financial planning, wealth coaching, and consulting. The firm manages roughly $260 million for a small client base and offers both ongoing supervisory services and project‑based engagements.
Its investment approach is long‑term and allocation‑driven, using a standard portfolio model as the foundation and applying short‑term tactical asset allocation adjustments when client circumstances or market conditions warrant. The firm employs a mix of fundamental, technical, quantitative and qualitative analysis and allows clients to set reasonable restrictions while choosing discretionary or non‑discretionary arrangements.
Distinctive features include an emphasis on educational outreach and inheritance‑focused coaching: firm leadership authors books and presents externally on inherited wealth, the firm operates an in‑house Way into Wealth coaching program for inheritors, and it offers workshops and educational materials (with occasional pro bono and discounted offerings). The combination of a high AUM concentrated across relatively few clients and an integrated wealth‑coaching curriculum available beyond traditional investment advice sets the firm apart from many peers.
Client services
Expertise
Fee options
Flat-rate fees for investment management and financial planning determined on a case-by-case basis; discounts and waivers possible
$0 - $2,000,000: 1.00% annually $2,000,000 - $3,000,000: 0.75% annually $3,000,000+: 0.50% annually
Minimum fee: Minimum quarterly fee of $10,000 for new clients under the standard fee schedule; $1,350 minimum quarterly fee for existing clients engaged prior to 1995 Fee-only: Flat or fixed fees for financial planning and consulting services, determined case-by-case; project fees historically range from $1,000 to $50,000
Main office
2355 Canyon Blvd, Suite 204
Boulder CO 80302
Advisors at this office
3
Most active in
California · Colorado · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Myra S
CFP®
Boulder, CO
The Wealth Conservancy, Inc.
Myra Salzer is a CFP® with 27 years of industry experience, currently serving at The Wealth Conservancy, Inc. in Boulder, CO, where she has worked since 1983. The Wealth Conservancy primarily serves high-net-worth individuals, offering discretionary and non-discretionary portfolio management, financial planning, wealth coaching, and consulting. The firm manages approximately $260 million and employs a long-term, allocation-driven investment approach combined with tactical adjustments, alongside a distinctive emphasis on educational outreach and inheritance-focused coaching.
Steven H
Series 63, Series 65
Boulder, CO
The Wealth Conservancy, Inc.
Steven Henningsen is a financial advisor at The Wealth Conservancy, Inc. in Boulder, CO, with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Wealth Conservancy since 2000. The Wealth Conservancy serves high-net-worth individuals, business entities, and some non-HNW clients, managing approximately $260 million. The firm offers portfolio management, financial planning, and wealth coaching with a long-term, allocation-driven investment approach, supplemented by educational outreach and inheritance-focused coaching programs.
Melissa H
CFP®
Boulder, CO
The Wealth Conservancy, Inc.
Melissa Hoyer is a CFP® professional with 15 years of industry experience, currently serving at The Wealth Conservancy, Inc. since 2020. She previously worked at LIFE XT and My Impax. Outside of her advisory role, Hoyer owns Salted Toast Coaching, LLC, providing life coaching services on a limited basis. The Wealth Conservancy primarily serves high-net-worth individuals, offering discretionary and non-discretionary portfolio management, financial planning, and wealth coaching. The firm employs a long-term, allocation-driven investment approach and integrates an inheritance-focused coaching program alongside its investment services.
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