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About Roaring Fork
Wealth Management

About Us Fiduciary Wealth Management for the human side of money.

What is this wealth actually for?

Roaring Fork Wealth Management exists to help answer that question with both rigor and humanity. Our belief is that a financial plan should not only help you build wealth, but it should guide you to use wealth wisely, intentionally and in alignment with the life you want to live. Wealth Management should be technically sound and deeply human, because real financial decisions are shaped by family, identity, fear, opportunity, responsibility, lifestyle, values and the question many successful people eventually face: What is enough?

The work here operates at the intersection of fiduciary wealth management and purpose-led financial coaching, because a plan is only as powerful as the person following it. Clients don't just leave with a strategy. They leave with a clearer sense of who they are with money, what they're building toward, and the confidence to keep moving even when life gets complicated.

This is what Financial Awakening is built for: bridging disciplined fiduciary planning with the human side of wealth, so money stops being a source of stress and starts functioning as a tool for purpose, freedom, and a life well-lived.

What Makes This Different
"Eyes Up" Approach

Fiduciary first, always.

This is not a relationship built on being agreeable. It's the kind of relationship that means telling the truth, protecting your best interest, and refusing to let incentives or ego distort the advice you receive.

Coaching woven into the process.

Most advisors lack psychological insight. Most coaches lack technical rigor. This practice bridges both, so clients get the emotional safety of coaching with the credibility of fiduciary planning.

A rhythm that builds traction.

The work here runs on a cadence of progress tracking, course corrections, and goal-linked accountability that actually changes behavior over time.

Every portfolio decision tied to a purpose decision.

Returns matter. So does knowing why you're invested the way you are. Portfolios here are accountable to life plans, not the other way around.

Transformation over transactions.

The deepest shift happens when clients move from scarcity to abundance, from anxiety to clarity, from internal conflict to alignment. From reactive to proactive. That identity-level change is what makes the financial results last.

Built For People Like You

This work is designed around the people where the stakes are highest and the emotional weight of money is most present: entrepreneurs and business owners, independent women, couples and partners, and those approaching or living in retirement.

What these groups share is not demographic. It is energetic. They are often highly capable in every other area of life, yet money remains the place where clarity breaks down, pressure rises, and old patterns take over. The goal of this work is to close that gap for good.

Rooted In  the Roaring Fork Valley

This practice was built for this community. The Roaring Fork Valley is more than a location. It's a place defined by people who live with intention, pursue adventure, and value something more than status. That spirit shows up in the work every day.

Roaring Fork Wealth Management is proud to partner with Western Wealth Management and LPL Financial, bringing the resources of established institutions together with the personal, purpose-driven approach to guidance - one designed to meet people where they are and help them move forward with clarity.

Meet The Team Our Team of Dedicated Professionals 

Katie Higbee, CRPC®, CEPA

Wealth Manager, Financial Advisor, Wayfinder

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John Gilpin

Investment Research & Trading Specialist

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Tasha Martin

Administrative Specialist

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Contact Us Get In Touch Here

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