11,000+
Financial professionals
Osaic supports more than 11,000 financial professionals nationwide.
The firm
A family-office feel. The resources of Osaic.
Papa Wealth Management is a family-run firm at 101 North Cascade Avenue in downtown Colorado Springs, supported by Osaic — one of the largest independent wealth management firms in the country.
The team
Who you will be working with
Michael V. Papa
President
Mike has spent more than 30 years building retirement income plans for people who are about to stop earning and start spending.
Kelsey Lindstrom
Client Service Manager
Kelsey has worked alongside Mike since 2011, and brings over 20 years of experience in office management, human resources, and client servicing.
Courtney White
Operations Manager · FPQP®
Courtney has more than a decade of experience in operations and client service management.
Behind the firm
The resources of Osaic
Boutique does not mean going it alone. Papa Wealth Management is supported by Osaic — one of the largest independent wealth management firms in the country.
A national firm’s infrastructure
Investment research, product due diligence, planning technology, and compliance oversight — resources a boutique firm could not build on its own, working behind ours every day.
The family-office feel stays
You sit down with Mike, the plan is built around your household, and when you call you reach someone who knows you, with a national platform underneath it all.
How we work
Four things we hold to
We tell you the truth
Including when it is not what you were hoping to hear, and including when the honest answer is that you do not need us.
We are plan-driven, not product-driven
We build portfolios at Charles Schwab on a fee basis. We are not paid commissions to sell you something, and we are not going to hand you an annuity and call it a retirement.
You keep the same people
The people who build your plan are the ones who answer when you call about it. You will not be handed off, and you will not have to start the conversation over.
Nothing is a template
Two households with the same savings can get very different plans, because their income needs are different. You can watch it happen in the plan builder on the Next Phase page.
Where to find us
Come and sit down
We are located downtown in the heart of Colorado Springs.
101 North Cascade Avenue
Suite 320
Colorado Springs, CO 80903
Suite 320
Colorado Springs, CO 80903
Monday–Friday, 8:30 a.m.–5:00 p.m. MT
Let us find out what your portfolio can actually pay you.
Thirty minutes to see where your income will come from. If we are not the right fit, we will tell you.