Citrine & Gold LLC

Citrine & Gold LLC I want to create change by providing creative financial ideas to humans and impacting their money st We encourage out of the box thinking. Let’s talk one-on-one.

We stand for a world where people are supported, cheered for, and encouraged to become the best version of themselves. A world where people not only believe but truly know that they can live the life of their dreams through connection, authenticity, awareness of ourselves, and grit. Where self-motivation, collaboration, and driven leadership are at the center of change. This business exists to bre

ak down barriers, self-beliefs, and change the rules of the capitalism game to create wealth for those that have never seen it. We believe in abundance. There is enough for all of us, and all of us are enough. We thrive on creating authentic relationships with everyone. We value time and experts in their field. No one can do it all and it’s better to value our time by paying others to do what they are best at. We value human differences by allowing our team to work in whatever way is best for them and their skills. We know that life needs a balance of work and play in order to live our best lives. We believe that by treating people well, in business or personal life, you will see them at their best and receive their best in return. We foster a culture of creativity, growth, connection, and authenticity. If you are a female business owner, part of the LGBTQ+ community, or are an ally who enjoys changing your mindset around money, contact me!

06/02/2026

Our C&G team has hit the ground running on our goals for 2026, and we couldn’t be more excited!

While we work on our next milestone, we ask that you think of us when you hear…
- new job
- salary increase
- old 401k
- marriage
- divorce
- small business planning
- life insurance
- “I don’t know where to start”

Anytime is a perfect time to plan for your future and we are hear to support that journey.

Consultation link in our bio!

06/01/2026

Come chill out and spend a summer afternoon with us! 😎🍦 Calling all clients, friends, family, acquaintances, colleagues, and strangers.

Citrine & Gold is hosting a free ice cream social at Anderson Park in Wheat Ridge on Friday, June 20 from 2 to 5 PM.

We will be scooping Magill's ice cream and spending the afternoon in one of Wheat Ridge's best parks - 28 acres along Clear Creek with plenty of space to spread out, play, and enjoy the day.

Clients, friends, family, and anyone curious about our team is welcome. This is not a sales event. It is just a good afternoon outside with good people. 😎🍦 Kids welcome!

https://www.eventbrite.com/e/ice-cream-social-with-citrine-gold-tickets-1989961785268

Comfort zones are expensive. The longer you stay in one, the more it costs you.I (Brynna) will be the first to tell you ...
05/29/2026

Comfort zones are expensive. The longer you stay in one, the more it costs you.

I (Brynna) will be the first to tell you that being in front of a camera is not exactly where I feel confident. I'm going to keep showing up anyway, because the people who need to find Citrine & Gold deserve to see the humans behind the firm.

Stretching our comfort zone is rarely graceful at first. It feels awkward and overexposed and maybe even a little unpleasant. But something shifts when you decide the discomfort is worth it.

We talk about this with clients all the time. Getting started is almost always the hardest part. And it is almost always worth it.

At Citrine & Gold, we are building a firm that both meets you where you are and encourages you to grow.

The best investments are the ones that fit into YOUR financial plan.Not the ones trending on social media. Not the hot s...
05/27/2026

The best investments are the ones that fit into YOUR financial plan.

Not the ones trending on social media. Not the hot stock someone mentioned at dinner. Not the strategy that worked for someone in a completely different tax bracket, life stage, and financial situation than yours.

Generic advice is built for no one in particular. That is the problem with it.

05/26/2026

Working with a fiduciary advisor does not just organize your finances.
It enhances your ability to make confident decisions.

When your financial picture is coordinated from your investments, taxes, estate, insurance, and goals all in one place - you stop second guessing. You stop wondering if you are leaving money on the table, making the wrong call, or missing something important. You start making decisions from a place of clarity instead of a place of anxiety or empty hope.

That is what a real financial plan does. Not just for your portfolio but also for the way you move through every financial decision in your life.

At Citrine & Gold, we are a fiduciary, fee-based firm. That means we are legally required to act in your interest and our compensation is not commission-driven. What we recommend is based entirely on your situation, your goals, and your life.

If you are ready to make financial decisions with that kind of clarity and confidence behind you, we would love to connect. Link in bio.

We are growing intentionally and we are looking for the right referral partners to grow with.If you are a CPA or estate ...
05/21/2026

We are growing intentionally and we are looking for the right referral partners to grow with.

If you are a CPA or estate attorney who works with clients navigating complex financial lives - like significant wealth, major life transitions, business ownership, or the unique planning needs of the LGBTQ+ community - we want to connect.

Citrine & Gold is a fiduciary, fee-based RIA in Colorado and serving clients nation-wide. We do comprehensive financial planning, financial advising, and asset management. We are not transactional, we are not commission-driven, and we take the referral relationship seriously.

When you send someone to us, we treat them the way you would want to be treated yourself.

We are looking for partners who feel the same way about the clients they serve.

Is this you? Let us know in the comments. Know someone who fits the bill? Tag them below.

LGBTQ+ couples over 50 are navigating a financial landscape unlike any other generation.Many built their financial lives...
05/19/2026

LGBTQ+ couples over 50 are navigating a financial landscape unlike any other generation.
Many built their financial lives during decades when their relationships had no legal recognition. Estate plans predate marriage equality. Social Security strategies were designed for straight married couples. Retirement savings reflect years of wage discrimination and lost spousal benefits.

The legal rights are there now. But the financial structures need to catch up.

Our article covers what financial planning actually looks like for LGBTQ+ couples in or approaching midlife, including retirement and Social Security strategy, estate plan updates, gray divorce, long-term care, and values-aligned investing.

If this is your season of life, or someone you love is navigating it, read the full guide:

Financial planning for LGBTQ couples over 50 involves gray divorce, retirement rebuilding, and estate planning. Here is what to prioritize.

Free workshop for parents! Add this one to the calendar 📆 Money Matters for Parents takes place on Sunday, May 31 from 1...
05/18/2026

Free workshop for parents! Add this one to the calendar 📆
Money Matters for Parents takes place on Sunday, May 31 from 12-2pm at Belmar Library.

Join Nikki from Raising Real World Kids to explore how to help your kids develop a healthy relationship with money.

Money Matters for Parents addresses the hard questions that come with raising real world kids...

➡️ How can you help your kids develop a healthy relationship with money?
➡️ Should you pay your kids allowance or not?
➡️ What should a 5 year old know about money? How about a 15 year old?
➡️ Can kids learn the difference between needs and wants?
➡️ How can you teach kids a strong work ethic?
➡️ How can you avoid raising kids who act entitled?

Presented by Nikki from Raising Real World Kids with Citrine & Gold Financial Services, this FREE workshop is suitable for any parents looking to explore money matters.

Space is limited so RSVP today to reserve your spot!
https://www.eventbrite.com/e/money-matters-for-parents-tickets-1988862895459

Is managing your own investments costing more than an advisor would? 🤔 Research from Vanguard, Russell Investments, and ...
05/07/2026

Is managing your own investments costing more than an advisor would? 🤔

Research from Vanguard, Russell Investments, and Morningstar points to the same conclusion. Working with a financial advisor tends to add value that exceeds the cost of the fee.

Vanguard found advisors can add approximately 3% in net returns annually. Morningstar found that better financial planning decisions can increase retirement income by 29%. Russell Investments found that advisor value consistently exceeds the typical advisory fee.

The math tends to work in the client's favor.

Sources: Vanguard Advisor's Alpha (2025). Russell Investments Value of an Advisor Study (2025, 12th Edition). Morningstar Gamma Research.

These findings reflect industry-wide research and do not represent guaranteed outcomes for any individual investor. Past results are not indicative of future performance. This is educational content and does not constitute investment advice. Citrine & Gold Financial Services is a Registered Investment Adviser registered with the State of Colorado.

Schedule a complimentary consultation: https://citrineandgold.com/schedule-a-consultation/

Join us on May 12th for a free workshop in collaboration with Profit Rebels!Busy ≠ Growing: How to Build a Business That...
05/05/2026

Join us on May 12th for a free workshop in collaboration with Profit Rebels!

Busy ≠ Growing: How to Build a Business That Actually Scales
Stop Spinning Your Wheels: Build a Business That Actually Moves

You’re busy. REALLY, really busy.

Your calendar is full, your to-do list is never-ending, and yet your business still doesn’t feel like it’s gaining the traction it should.

Sound familiar?

This isn’t a motivation problem, but it is a structure problem. The good thing is, it’s fixable.

Join Profit Rebels for a no-BS, highly practical Lunch & Learn designed for small business owners who are ready to stop reacting and start building something that actually works.

In this workshop, you’ll:
➡ Identify exactly where your business is getting stuck.
➡ Complete a quick self-audit to uncover gaps in your systems
➡ Learn how to prioritize what actually drives revenue (and ignore what doesn’t)
➡ Walk away with a clear, focused action plan you can implement immediately

We don’t deal in theory, or putting extra work on your plate. We make sure you walk away with a tangible and practical solution that you can implement within 24 hours.

What to Expect:
➡ 45–60 minute interactive workshop
➡ Live Q&A with experienced business strategists who have literally been in your shoes
➡ Lunch included (because we know you’re multitasking)

Who This Is For:
➡ Small business owners who feel busy but stuck
➡ Entrepreneurs ready to grow intentionally
➡ Service providers, creatives, and founders across industries

Not For:
🚫 People looking for quick hacks or overnight success
🚫 Anyone not ready to take an honest look at their business

You don’t need another idea, you just need a better way to run what you already have.

This workshop is presented by Profit Rebels in collaboration with Citrine & Gold Financial Services, whose work supporting small business owners in building financial plans inspired this session.

LIMITED SPOTS AVAILABLE! RSVP to reserve your spot:
https://www.eventbrite.com/e/busy-growing-how-to-build-a-business-that-actually-scales-tickets-1988191375926

Address

9635 W Colfax Avenue STE 302
Lakewood, CO
80215

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