Send Us a Message

Member Login

Wealth Associates

Life's Short... Plan Well

Financial Planning Services


For 25 years Wealth Associates, Inc. served as an independent RIA (Registered Investment Advisor) firm with clients throughout the U.S.  As our investment business grew and our clients' needs expanded, we spent a decade searching for "Best Practices" and like-minded money management firms in hopes of aligning our business needs with an existing infrastructure.  This led to the merger of our investment management business into another Denver-based independent investment advising firm LotusGroup Advisors, LLC.  They now handle all investment management services for our clientele.  With an extensive reach in the investment community, owner and founder Raphael Martorello has created a comprehensive investment management platform, offering portfolio management and financial planning to a select client group.  Their unique Private Equity Investment Program offers access to investments in the highly sought after private investment arena.  The link below will take you directly to their website:

LotusGroup Advisors, LLC