Why WealthEase?

About Us

Wealth•Ease was founded on experience and built with a simple commitment: to help you navigate wealth and legacy objectives with greater ease—just as our name suggests. This differentiation is what inspires our practice, cultivating a space where personalized guidance meets real understanding and confident decision making. With the right team and discipline, we believe the possibilities to create and preserve wealth are abundant.

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Our Approach—A Client-Centered Experience

Why Work With Us?

Regardless of how complex or streamlined your situation may be, you need all the moving parts to work in tandem, including legal and tax considerations, not just your investments. We bring it all together in our four-step process.

In addition, our strategic insights, diligent monitoring of market trends, and ongoing access to our team help you stay focused on achieving short- and long-term milestones so you can thrive.

Our Partners

A four-step process to keep you and your vision at the center.

Listen

Hear what's important to you. Communicate clearly. Collaborate to build trust. Protect your confidentiality. Organize your financial life.

Personalize

A plan built around you. Create clarity in the stratgey. Keep it purposeful. You stay in the driver's seat. Connect you to resources.

Guide

Sound financial counsel. We walk the "how" with you. Stay by your side along the way. Ongoing support and access to our team.

Maintain

Your vision is safeguarded. Built in flexibilty. Risk mitigagtion. Client reviews. Stay on track over time so you can thrive.

Meet Your WealthEase Team

Kristen LaBate, MBA

Founder & Owner

720-381-9096

kristen@wealthease.org

Kristen is the founder of WealthEase, LLC. After nearly twelve years in financial practice management and leadership with a Fortune 100 company, Kristen drew on her extensive industry experience to launch a private firm committed to...

LisaBeth Durbin

Partner & Practice Support

720-345-9929

lisabeth@wealthease.org

LisaBeth is dedicated to helping individuals, families and small business owners build wealth. Her approach is centered on education first, fostering trust second, and then delivering tailored solutions to meet the unique needs of her...

Jim Cooney, CFP, ChFC, CLU FSCP

Wealth Planning Consultant

jcooney@1847financialllc.com

Jim Cooney launched his career as a financial advisor in 2011. Today, as a wealth planning consultant and a Certified Financial Planner, Jim specializes in comprehensive financial planning and advanced case design. With a career...

Linda Vescio

Director of Business Development

Linda plays a pivotal role in driving WealthEase's marketing vision and supporting overall business growth initiatives. Her focus spans customer success, brand development, and enhancing client engagement. Based in New York City, Linda...

Developing a lasting partnership is at the heart of what we do.

Grow Your Knowledge

Research can bring additional wisdom to your decision making process. We invite you to check out our blog with timely insights.

Or if you need specific consultative advice—we offer complimentary initial sessions, please contact us!

Blog-Our Insights

We welcome the opportunity to learn more about your situation and give you our undivided attention.

Contact Us