Skip to content
  • T: 970.671.0900
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Chuck Wanebo
    • Linda Smith Mendenhall
    • Joshua Smith
    • Richard Keller
    • Zach Bryant
    • Garret Peterman
    • Lucille Peterman
    • Cherie Sturm
    • Missy Lawton
    • Kristen Watson
    • Roxie Rupe
    • Alex Turner
    • Why Work With a CFP
    • What Makes Us Different
    • About Raymond James
    • Choosing Raymond James
  • Announcements
  • Who We Serve
    • Who We Serve
    • Families & Individuals
    • Family Offices
    • Pre-Retirees
    • Retirees
    • Women Investors
  • Our Difference
    • Our Difference
    • Our Approach
    • Financial Planning
    • Investment Management
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Commentary & Insights
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Technology
      • Technology
      • Digital Prospect Engagement
      • E-Delivery
      • Client Access Videos
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Grand Junction - FLH
    760 Horizon Drive, Suite 402 Grand Junction, CO 81506-3966 T: 970.671.0900
    Map and Directions Map and Directions
Mt. Garfield Wealth Management GroupMt. Garfield Wealth Management Group
Reset All Filters
Filter
  • Category
    • Family & Lifestyle
    • Retirement & Longevity
  • Topic
    • Goal Planning
  • Media
    • Article
    • Video
Infographic: College majors for bright futures and lucrative careers
Take a glimpse into the most popular industries among college students to offer insight into what might be the most attractive fields today.
Family & Lifestyle
Infographic: Rent or buy? Think through where you want to live in retirement
When it comes to choosing a place to retire, location definitely matters — but there are other factors to weigh, like whether to rent or buy a home.
Retirement & Longevity
View
View
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Infographic: 5 tips to stay secure during tax season
Tax season is open season for fraudsters. Staying alert and informed is key.
Tax Planning
View
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
View
Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity
View
Infographic: Shred me, shred me not
Which documents to keep and which to toss safely.
Technology & Innovation
Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

Family & Lifestyle
What you need to know about freezing your credit
Four free and easy steps to protect yourself from fraud.
Family & Lifestyle
Infographic: Find the words to connect with your loved ones
8 questions to ask your family during the holiday season.
Family & Lifestyle
Always here for you
Mt. Garfield Wealth Management GroupMt. Garfield Wealth Management Group
  • 760 Horizon Drive, Suite 402 Grand Junction, CO 81506-3966
  • T 970.671.0900
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Mt. Garfield Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use