About Cherry Creek Wealth Management

Cherry Creek Wealth Management is an investment-advisor firm which provides individuals and small to mid size businesses with financial planning, investment portfolio management services, tax and retirement planning and investment and insurance products.

About Me

Richard Staves is an experienced tax and financial planner and is currently the Managing Member of Cherry Creek Wealth Management, Inc. as well as maintaining a private CPA practice. Richard assists high net worth clients, retirement plans and business clients in the areas of tax and estate planning, wealth management, employee benefits, Social Security optimization, insurance and investment portfolio management.

Richard began his career with Arthur Andersen & Co. in 1975 and later started his own accounting practice in 1980. In 1998, Richard converted his CPA practice to a financial services firm and later merged that practice with Wells Fargo. He is a former Vice President and Senior Wealth Advisor with the Wells Fargo Wealth Management Group.

 His professional licenses include:

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS) as designated by the American Institute of Certified Public Accounts (AICPA)
  • Certified Insurance Service Representative (CISR)
  • Series 63 and 65 FINRA securities licenses
  • Colorado Life, Health, Fire and Casualty insurance licenses

Richard is a member and active participant in the American Institute of Certified Pubic Accountants (AICPA), the California and Colorado CPA Societies and the Investment Management Consultants Association (IMCA) and the National Alliance for Insurance Education & Research. Richard is an avid fly fisherman, plays golf poorly and travels whenever possible.

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 The information contained in this Newsletter has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and does not purport to be a complete analysis of any security, company, industry or index.  This report is not to be construed as an offer to sell or a solicitation of an offer to buy or sell any investment discussed in this Newsletter.  The information in this report in no way attempts to provide accounting, legal or tax advice.  You should always consult your legal, financial and tax advisors before acting on any information contained in this Newsletter.  Additional information is available upon request.