Cobalt Private Wealth

06/17/2026

In early retirement, unanticipated challenges may arise, but the key is to be prepared.

Here, we outline 5 common financial hurdles you might experience in your first decade of retirement so you can navigate this time of life with ease.

Ready to retire? Learn how to conquer the top 5 financial challenges during the first 10 years of your golden years.

06/15/2026

If you have questions about your financial strategies, we’re here to help. Reach out to us today for support and clarity.

📞 719-332-3863

The President & Chief Investment Officer for Cobalt Private Wealth, Dan helps his clients grow, manage and protect their wealth.

06/12/2026

Tax planning often involves multiple moving parts, and making informed decisions requires looking at how each strategy fits into your overall retirement plan. The good news is that you don’t have to figure it all out on your own.

5 tax-efficient retirement strategies for saving taxes in retirement. Dan Korleski is a financial advisor with Cobalt Private Wealth in Colorado Springs, CO.

06/10/2026

Your happy retirement will look different from your peers, but here are 4 fundamental things you should do to ward off boredom during retirement.

Don’t let your golden years go to waste. Here are 4 ways to fill your time with meaning.

06/08/2026

Embarking on your financial journey requires a trusted partner. Cobalt Private Wealth offers personalized financial planning services, working closely with you to navigate the complexities of wealth management.

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

06/05/2026

There are several different options of retirement accounts that self-employed people can tap into. Here are a few options to consider when charting out your wealth management strategy.

By Daniel Korleski, MBA As a self-employed professional, you know that your career has looked a bit different compared to your counterparts who are not self-employed. While you have enjoyed

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.