About My Practice
Celebrating 25-years in business, EQUIPOISE Wealth Management, Inc, under the leadership of Susan O'Grady, CFP®, CRPC®, RTRP® has built a national reputation for excellence based on a fundamental commitment to the financial planning profession. Our mission is to enable financial security for individuals by providing fairly priced expert advice that is designed to meet the unique needs of each client. We are dedicated to enriching the lives of our clients through customized financial plans that incorporate prudent investment strategies, thoughtful tax law application, and reasonable cash management tactics. To learn more, visit our website at www.equipoisewealth.com.
Susan H. O'Grady, CFP®, CRPC®, RTRP®, is repeated honored by 5280 Magazine and CO-Biz as one of the "Best Personal Wealth Managers in Denver" Further, Susan received national recognition as one of Mutual Fund Magazine's "Top 100 planners" in 2001 and 2002. Susan is a former member of the CFP Board's Board of Examiners and has taught financial planning curriculum at Metropolitan State College of Denver, University of Phoenix, and the College of Financial Planning. In 2012, Susan successfully completed the requirements necessary to become an IRS Registered Tax Return Preparer.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Retirement Planning Counselor (CRPC®), Registered Tax Return Preparer (RTRP®)
Considerations: Hourly and fixed-fee options. Beginning in 2014, percentage of assets will be offerred.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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