
Start Here: Everyone Starts Building Wealth At a Starting Point
Building Wealth Is EASIER With the Support of the Pack, Ensuring Peace of Mind
Our financial services are tailored to meet the unique needs of our diverse clientele, and we have a straightforward process.
To learn more about the types of clients we serve, we invite you to explore our Who We Serve section.
We are committed to helping you find the most suitable financial solutions that provide financial peace of mind. We also offer tax preparation & accounting services through our affiliate entity: Wolfpack Tax & Accounting.
If you require further assistance, we invite you to browse our transparent pricing along with our FAQ section or check out our latest articles on The Money Howl.
TL;DR? Download our transparent pricing & summary one-sheeter: Pricing for Services Summary
Your Fiduciary Financial Advisor & Financial Planner
Leyder Murillo, CFP®, AWMA®, SE-AWMA®, or Aiden, as he is known, founded Wolfpack Wealth Management to provide accessible, high-quality financial services to those who need them most.
Leyder Murillo is a CERTIFIED FINANCIAL PLANNER®, Accredited Wealth Management Advisor™, Sports & Entertainment Accredited Wealth Management Advisor™ professional, and fiduciary financial advisor. Aiden proudly serves clients in Denver, Los Angeles, and nationwide through virtual meetings or in-person visits.
He’s also passionate about giving back through financial literacy and community outreach, helping individuals and families gain confidence in their finances.
Working With a CFP® Professional
Our Process Is Simple and Straightforward
Step 1: 60-Minute Complimentary Financial Assessment
This one-hour virtual meeting aims to introduce us and ensure that our experiences align with your personal financial situation. Please note, this is NOT a sales call. Rather, the purpose of this call is to address your questions and evaluate whether there is a potential fit for our partnership.
Step 2: 60-Minute Clarity Q&A Session
If we both feel there's a mutual fit, the next step would be a Clarity Q&A Session.
This meeting is intended to address any remaining questions you have, walk you through what working together would look like in practice, and help you decide whether moving forward is the right fit for you.
Step 3: 60-Minute Strategy Meeting
Just like a doctor's visit for a diagnosis, we start by assessing your financial situation before recommending a solution.
During our one-hour meeting, we will delve into your current circumstances and explore various options that align with your financial needs. We will discuss your goals, requirements, and any concerns you may have.
Step 4: 60-Minute Client Check-in Meeting
We conduct check-in meetings to review your progress and discuss any new topics related to your financial situation. If we are providing ongoing financial planning, monitoring, or direct investment management, we will review your progress and offer insights and analysis.
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