Your life, your plans, everything in order.

Retirement planning shouldn't feel overwhelming or uncertain. We help smart, successful people make confident decisions about what comes next.

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What We DoTurning Complexity Into Confidence

You’ve built something meaningful. Now the questions feel bigger—and more consequential. How do you structure retirement? Which tax moves actually matter? How do you protect what you’ve built while continuing to live well?

Clarity isn’t about knowing everything. It’s about knowing what matters—and having a plan that connects the dots.

At Pearl Street Wealth Partners, we provide proactive planning, tax-aware strategies, and thoughtful guidance designed around what you’re truly trying to accomplish—so decisions feel simpler, steadier, and more confident.

Who We ServeWho Is a Typical Pearl Street Wealth Client?

Our typical client is age 50+ with $1 million or more in investable assets and is entering—or already in—the phase of life where clarity matters more than complexity.

Individuals

Individuals

Professionals approaching retirement who want clarity, strategy, and confidence as they transition into the next phase.

Families

Families

Multi-generational households balancing today's needs with long-term goals, legacy planning, and protecting what they've built together.

Retirees

Retirees

People already retired who need ongoing guidance on income strategy, tax efficiency, and adapting their plan as life evolves.

How We HelpWays to Work With Us

You choose the level of support that fits your life.


Flat Fee Comprehensive Financial Planning

A complete financial plan covering retirement strategy, tax planning, income structure, and legacy goals. 
($4,800 Min.)


Investment Management

We provide continuous guidance to ensure your strategy evolves alongside your life milestones and changing circumstances.
(for this service, we charge a % of your assets under management)

Find Solutions Tailored for You

Who We AreExperience You Can Trust,
Partnership You Can Feel

We've spent decades helping people prepare for retirement and manage the transitions that come with it. Our approach is straightforward, proactive, and built on the belief that clarity and preparation beat reaction every time.

Discover Who We Are

Meet The TeamOur Team of Dedicated Professionals

Deidre Farrell

Deidre G. Farrell, CFP®  

Founder, Senior Wealth Advisor

Eric Hoelter

Eric Hoelter

Founder, Senior Wealth Advisor

Mona Lara

Mona Lara

Senior Wealth Advisor, Director of Operations

Amy Schrecengost

Amy Schrecengost

Director, Client Service

Lita Lummis

Lita Lummis

Director, Administration

“One of the things I hear most often from the people we work with is how valuable it feels to finally have everything organized — in other words, to have a clear plan.”

Deidre FarrellFounder, Senior Wealth Advisor

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“Technical expertise matters — and ours runs deep. But what truly sets us apart is something simpler: good old-fashioned financial bedside manner.”

Eric HoelterFounder, Senior Wealth Advisor

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“Love is in the details. When everything behind the scenes is thoughtful and organized, clients can focus on what matters most in their lives.”

Mona LaraSenior Wealth Advisor, Director of Operations

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Our ProcessA Thoughtful Approach
Built on Preparation

We follow a planning-first process designed to bring clarity early and confidence over time. While every situation is unique, these steps reflect how we work together.

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  • We start by understanding your goals, concerns, and what brought you here to confirm mutual fit and surface what matters most.

  • We collect and organize your financial information so we're working from a complete, accurate picture of accounts, income, taxes, and estate plans.

  • We build a detailed plan addressing retirement timing, tax strategy, income planning, risk mitigation, and legacy considerations with proactive focus.

  • We walk through the plan together in clear language, explain trade-offs, answer questions, and help you make educated decisions through collaborative discussion.

  • You choose whether to execute the plan independently or have us lead the process—coordinating each strategy and providing ongoing oversight to help ensure your financial roadmap is accurately put into motion.

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Contact UsReady to Move Forward With Confidence?

You've spent years building what you have. Let us help make sure the next phase is structured, intentional, and built to last. Reach out to schedule a conversation and see if we're the right fit.

To learn more about the privacy of your information, visit our privacy policy.

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Louisville Office

357 S. McCaslin Blvd

Suite 200

Louisville, CO 80027

Phone: 303-673-0444

Mon-Fri: By Appointment