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7680 Goddard St., Suite 204
Colorado Springs, CO
80920

(719) 654-0008

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About Imprimis Wealth
 

Imprimis Wealth is an independent retirement income planning practice in Colorado Springs, Colorado, led by Zach Poitra. We work with people within about ten years of retirement, and people already retired, who want their savings turned into income they can plan around. Our approach starts with income, using dividend-paying companies and, where appropriate, insurance products, before we add growth. Tax planning (Roth conversions, required minimum distributions, Social Security timing) and estate planning are part of every plan. Most of our clients live in El Paso County, including Monument, Briargate, Black Forest, and the Broadmoor area; we also serve clients in Hawaii through our Kona branch and across the country via Zoom etc...


Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
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