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n PUBLIC ACCOUNTING AND ADVISORY FIRM OFFERS WEALTH MANAGEMENT SERVICES
Dalby, Wendland & Co., a regional public accounting and business advisory firm based in Grand Junction, now offers wealth management services. DWC Wealth Advisors integrates wealth management services with estate planning, retirement and tax services. “The combination of having a CPA advisor and wealth advisor on the same team Chris West and collaborating to provide advice on every aspect of your tax and financial planning and legacy goals is rare and incredibly beneficial,” said Chris West, chief executive officer of Dalby, Wendland & Co. “There is oftentimes a gap in communication between tax and business advisors, the client and outside wealth advisors. We understand that the success of our clients’ finances, goals and strategies start with coordinated communication and coooperation among unified professionals Kevin Price who always have the client’s best interest and excellent service in mind.” DWC Wealth Advisors engaged two independent financial planners — Kevin Price and Jason Stanfield — to help clients. Each brings more than 20 years of financial and wealth planning experience to their roles, including financial planning for wealth accumulation and preservation as well as investment and portfolio analysis. DWC Wealth Advisors offers fee-based Jason Stanfield services. Advisors don’t receive commissions from selling specific investment or insurance products. “We maintain a proactive, long-term and purpose-driven planning approach with our wealth services versus a beat-the-market mindset,” West said. For more information, visit www.DWCWealthAdvisors.com. n APPLICATIONS ACCEPTED THROUGH OCT. 15 FOR LATEST BRAY CARES FOUNDATION GRANTS Applications will be accepted through 5 p.m. Oct. 15 for the latest round of grants from the Bray Cares Foundation. Grants of $500 to $5,000 will be awarded to qualified, tax-exempt organizations working to address housing needs in Mesa County. Grants will target projects that provide emergency shelter and rent assistance, offer affordable housing for those dealing with special needs and help seniors and veterans stay in their homes. Now in its third year, the Bray Cares Foundation has awarded a total of $40,000 in grants. The foundation plans to award $35,000 this year to bring total grant distributions to $75,000 in celebration of the 75th year of business for Bray Real Estate in Grand Junction. Bray Real Estate established the Bray Cares Foundation and works with the Western Colorado Community Foundation to raise funding and award grants to address housing needs in Mesa County. For more information, including grant applications, log on to https://wc-cf.org/nonprofits/grantmaking/BrayCares.
The Business Times
SePtember 16-29, 2021
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A Colorado real estate investment firm has secured a $15 million loan to construct an apartment complex and RV park in Grand Junctiion. Four Points Funding received the loan from FirstBank for the Eddy at Grand Junction. The project will include a 96-unit apartment complex and 74-unit RV park. “Grand Junction has all the key fundamentals to benefit from the migration to Colorado’s Western Slope,” said Stephanie S. Copeland Copeland, a partner at Four Points Funding. “Good schools, exceptional hospitals, outdoor recreation, a recently expanded airport and a growing small business community make Grand Junction an attractive place for young people and families seeking an alternative to the density of the Denver and Boulder markets.” Stacey Novak, vice president at FirstBank, said she was excited to work with Four Points Funding on the project. “We’ve been watching Grand Junciton’s growth trajectory for some time and recognize how much housing resources are needed to help this wonderful community continue to be a great place to live, work and play for many Coloradans. We know Fourt Points will make a sizable impact, and are excited to bring their vision to life.” Four Points Funding focuses on Colorado projects located in opportunity zones offering tax incentives for investments. Most of those projects involve multifamily housing developments in areas experiencing rapid population and economic growth. For more information about Four Points Funding, log on to www.fourpointsfunding.com.
n PUBLIC FUND-RAISING CAMPAIGN UNDER WAY FOR TWO RIVERS WILDFIRE COALITION A public fund-raising campaign is scheduled to continue through Sept. 30 for the Two Rivers Wildfire Coalition. The Western Colorado Community Foundation will match donations up to $5,000. Funding also will enable the coalition to pursue larger grants. A collaborative effort of federal, state, local, nonprofit and private agencies, the coalition strives to protect Mesa County communities and natural resourcs through wildfire fuels reduction projects as well as response and recovery. “Our next step is to bring in grant monies to support mitigation across land ownership in our high-risk communities,” said Pete Firmin, fund-raising and grants chairman of the Two Rivers Wildfire Coalition. “So many of these grants require a match or they reimbuse costs, and we need this seed money to make that happen.” Emily Orbanek, programs director for the Western Colorado Community Foundation, said the foundation was pleased to support the coalition. “The coalition’s work is urgent as Western Colorado grapples with more frequent wildfires.” For more information about the coalition and its fund-raising campaign, visit www.TwoRiversWildfireCoalition.org. n ROCKY MOUNTAIN GUN CLUB ANNOUNCES IT’S CLOSING GRAND JUNCTION FACILITIES Rocky Mountain Gun Club has closed its indoor ranges and other facilities in Grand Junction. The club announced the closure in a news release, citing challenges over the past two years. “This is a heartbreaking reality for us all, ownership, members, staff and the community we serve.” The club announced plans to reimburse unused membership dues as store credit or cash, contact the owners of consigned items to return their items as well as arrange with storage tenants to move their recreational vehicles and boats. The actions are scheduled for completion by Sept. 30. For more information, call 523-7642. n WESTERN COLORADO UNIONS SPONSOR MOBILE COVID VACCINATION CLINIC The Western Colorado Trades and Labor Assembly will join with Colorado WINS, the International Brotherhood of Electricians, IBEW Local 111, CEA and Colorado Department of Public Health & Environment to sponsor a mobile COVID-19 vaccination clinic in Grand Junction. The CDHPE vaccine bus will offer free vaccinations from 10 a.m. to 6 p.m. Sept. 19 in the former Sutherland’s parking lot at 2405 Patterson Road. No appointments, health insurance or identification cards will be required. Incentives will be offered, including vouchers for fishing licenses and parks passes. F
