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Our Tools & Process

My team and I believe in working closely with our clients to make sure they fully understand the investment decisions we make together.
Below you will find a curated library of educational articles to help you become a more informed investor. 

Helping you organize your wealth!

Helping you organize your wealth!

Our Mission
What we can do to serve you!

What we can do to serve you!

Our Services
Getting you where you want to be!

Getting you where you want to be!

Access MyBlocks

Riskalyze and AssetMap are independent third party service providers and are not affiliated with Raymond James

Meet Our Team

What is most important to you?

What is most important to you?

It is important to us that we understand what is most important to you, which is why we take the time to actively listen to what you want to accomplish...your hopes and fears. You are in the driver seat and we tailor our solutions to you!

Michael Beard

Founder, Paraclete Wealth Consultants // Wealth Advisor, RJFS

719-888-8193

michael@paracletewc.com

Brittany Beard

Bookkeeper, Paraclete Wealth Consultants //Branch Associate, RJFS

Brittany@paracletewc.com

Tami Beard

Senior Client Service specialist

719-284-2236

Tami@paracletewc.com

Gabe Beard-MBA

Vice President of Operations, Paraclete Wealth Consultants // Office Manager, RJFS

719-888-5233

gabe@paracletewc.com

Evan Beard

Client Relationship Consultant

719-247-6996

Evan@paracletewc.com

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