Cobalt Private Wealth

06/03/2026

For years, the message has been clear that saving for retirement is the safest path to a comfortable future. But there’s another side of that story that rarely gets told.

Stop worrying about oversaving for retirement. Dan Korleski is a fee-only financial advisor with Cobalt Private Wealth in Colorado Springs, CO.

06/02/2026

AI is transforming investing fast. Learn the pros, risks, and limits of AI in portfolio management and retirement planning.

06/01/2026

At Cobalt Private Wealth, we understand that each client's financial journey is unique. Our services are tailored to your individual goals, ensuring a roadmap that aligns with your aspirations.

Let's work together to create a plan that works for you.

As financial advisors in Colorado Springs, CO, we specialize in financial planning and comprehensive wealth management. Schedule a review today.

05/29/2026

What does "fee-only" actually mean, and why does it matter when choosing a financial advisor?

Dan Korleski, based in Colorado Springs, CO, shares the benefits of working with an independent fee-only financial advisor.

05/27/2026

As an entrepreneur, planning your exit strategy is crucial, even if it feels far off.

Whether considering an IPO, acquisition, or buyout, a solid plan helps guide decisions and optimize tax outcomes. Learn more about strategic exit planning today.

Entrepreneurs, read our guide to succession planning. Daniel Korleski is a financial advisor in Colorado Springs, Colorado.

05/25/2026

Today, we remember the brave men and women who gave their lives in service to our nation. Their courage and sacrifice have shaped the freedoms we enjoy today.

Thank you to all who have served and to those who continue to serve.

05/22/2026

Financial planning. Investment planning. Estate planning.

At Cobalt Private Wealth, we bring these three pillars together into one coordinated approach, because your financial life doesn't live in silos.

Whether you're preparing for retirement, planning for your family's future, or running a business, our integrated services are built to flex with where you are, and where you're headed.

📬 [email protected] | 📞 719-332-3863

Cobalt provides all aspects of financial planning including: Family Dynamics Investment Management Cash Flow and Liability Management Education Planning Insurance and Asset Protection Estate Planning Business Succession Planning Concierge Services We gain a deep understanding of your situation and c...

05/20/2026

Social Security is one of the cornerstones of retirement income in the U.S., but understanding how to use it wisely takes more than casual reading.

In this Social Security guide, I break down what every pre-retiree should know.

Stay informed about the 2024 Social Security changes. Dan Korleski is a financial advisor based in Colorado Springs, CO.

05/18/2026

Life has a way of introducing surprises: healthcare costs, market volatility, longevity itself. A well-structured retirement plan accounts for them without derailing your broader goals.

Here's how to assess whether your retirement savings are on target.

Discover how to determine the retirement savings you need with advice from Dan Korleski, a fee-only financial advisor in Colorado Springs, CO.

05/15/2026

One phone call. One email. One "helpful" stranger. That's sometimes all it takes to put an older adult's finances at risk.

Elder financial abuse is a widespread problem, costing billions every year and often involving people the victim knows personally. Awareness and a few practical precautions can make a meaningful difference.

Here's how to help safeguard your finances or those of someone you love.

Practical ways seniors can protect their money from elder financial abuse. Dan Korleski is a fiduciary financial advisor with Cobalt Private Wealth in Colorado Springs, CO.