Sopris Wealth is an independent, female-owned and operated firm based in Colorado that serves clients nationwide.
The firm’s mission is to empower clients through personalized financial planning and education. The firm is led by partners Kristina Paz and Jessica Beck, with Kristen Lynn as Practice Director.
Based on the company’s public LinkedIn information, supplied through RevenueBase.
The firm serves individuals and couples.
Planning includes retirement income strategies, tax-advantaged investing, income optimization, estate and wealth transfer planning, stock options, and real estate guidance.
Source: LinkedIn company description · Retrieved October 13, 2026
The firm provides education alongside personalized financial planning for individuals and couples.
Source: LinkedIn company description · Retrieved October 13, 2026
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Open the published source list.Snapshot: October 11, 2026
RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 4, 2026, September 13, 2026, September 15, 2026, September 16, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 26, 2026, September 27, 2026, September 28, 2026, September 29, 2026 and October 11, 2026. How the company lists are built.
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