AUCTORIS - Architects of Wealth Preservation Strategies Email Format

InsuranceColorado, United States2-10 Employees

AUCTORIS is an insurance-focused advisory firm based in Greenwood Village, Colorado, with a track record spanning more than four decades. It develops strategies to preserve clients’ wealth and business assets and supports the acquisition of quality life insurance products. The practice centers on values-based integrated wealth and business succession planning, helping clients become the authors of their own succession plans to safeguard assets for future generations. The firm designs customized, tax-efficient plans for the use and preservation of wealth and business, emphasizing confidential, personalized, and innovative solutions. Securities to clients are offered through M Holdings Securities, Inc., and AUCTORIS is independently owned and operated, holding a CA Insurance License #0B71087.

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