Get Started
Start with a conversation.
A complimentary 30-minute introductory call. No cost, no commitment, and nothing to prepare beforehand.
Sound familiar?
Most people come to us with one of these.
The market drops and you are not sure whether to act
Volatility is easier to sit through when someone can tell you what it does and does not mean for your particular plan.
You do not know whether you are on track
Most people have a feeling about this rather than a number. A plan replaces the feeling with the number.
You have questions nobody has answered plainly
About fees, about taxes, about what you actually own. Straight answers are the minimum you should expect.
You want a second opinion on what you already hold
Bringing an outside view to an existing portfolio is a reasonable thing to do, and it does not commit you to changing anything.
What the call is
A conversation, not a pitch. Dan asks about your situation and what you want the money to do, and you ask whatever you came to ask.
- About 30 minutes, by phone or video
- No cost and no commitment
- Nothing to prepare or bring
- You will know by the end whether it is worth a second conversation
Pick a time
Choose a time that works for you.
Times below are shown in your own time zone. Once you pick one you will get a confirmation by email with the details.
Scheduler not loading? Open it in a new tab, or call 719-332-3863.
Scheduling is handled by Calendly. The name, email and any note you enter go to Calendly and to Daniel Korleski at Cobalt Private Wealth. Please do not include account numbers or other sensitive details in the booking notes. See our Privacy Policy.
Rather not use the scheduler?
Call or write instead.
Either reaches Dan directly. If you would rather send a message first, the contact page has a form.
Phone
Office
102 S Tejon Street, Suite 1100
Colorado Springs, CO 80903
You will be talking to Dan.
Daniel J. Korleski founded Cobalt Private Wealth and takes these calls himself. There is no call center and no junior associate doing the intake.