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Independent, fiduciary, and purpose-driven Registered Investment Advisor (RIA) in Colorado, serving busy individuals, families, business owners, and organizations nationwide

We provide personalized, comprehensive financial planning and sound, independent guidance on investing, growing, and protecting your personal wealth and organizational resources, so you can achieve an abundant and fulfilling life, and your business or organization can magnify its impact

6182 S Marion Way
Centennial, CO 80121

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Lisa McCann, PhD, RFC^®, MS, MA Principal and Wealth Advisor

[email protected]
+1-720-985-8930
Business Hours: Monday - Friday, 9AM - 5PM, Closed on US Market Holidays
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Securities Licenses:

Series 65: Uniform Investment Advisor Law Exam
Series 7: General Securities Representative Exam
Series 63: Uniform Securities Agent State Law Exam

Insurance Licenses

Licensed in Colorado and other states for Life, Health, Long-Term-Care, and Variable Life Insurance Products, and for Variable Annuities.
Colorado Insurance License Numbers: 867342 (Individual) and 927855 (Firm)

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Seva Wealth Management | Fiduciary Wealth Advisor in Centennial and Denver Metro, Colorado | Serving Clients Nationwide and US Expats Abroad

Seva Wealth Management is a Registered Investment Advisor (RIA). Additional information about Seva Wealth Management and Dr. Lisa McCann is available on the SEC’s Investment Advisor Public Disclosure (IAPD) website.