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Halbert Hargrove’s wealth management office in Boulder, CO opened in 2023 to serve our many clients across the region. Our Boulder branch has two financial advisors, Steven L. Klosterman AIF®, and Shane W. Cummings CFP® AIF®. Our Boulder, CO team regularly meets with clients both locally and throughout the country to address the investment management, wealth advisory, retirement planning, and tax planning needs of our clients. Our team in Boulder is dedicated to helping you attain well-lived todays and tomorrows.