Chalise Westenskow

With over 21 years of experience as a financial advisor, I've dedicated my career to helping high-net-worth individuals navigate life's most significant financial transitions. At Inventa Wealth Advisors, I specialize in guiding women age 50+ through pivotal moments including divorce, the loss of loved ones, retirement, inheritance, and career changes.

Drawing from my extensive background as a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Accredited Portfolio Management Advisor℠ (APMA®), I serve as the quarterback of my clients' financial teams, orchestrating seamless collaboration between attorneys, mediators, and tax professionals. My comprehensive approach encompasses divorce financial analysis, tax strategy, retirement planning, and estate planning – all designed to help my clients optimize their wealth both pre- and post-tax.

What drives me is my deep commitment to building meaningful, long-term relationships with my clients. I firmly believe that true wealth is the ability to underwrite a life that's meaningful to you – however you choose to define that. This philosophy guides my personalized approach to financial planning, ensuring each client feels confident and supported throughout their financial journey.

Beyond my professional life, I maintain an active lifestyle that keeps me energized and connected to my community. You'll often find me hiking the trails around MOAB, pushing my limits at Orange Theory, or cheering from the sidelines at my 14-year-old's basketball games. My love for animals and outdoor adventures brings balance to my life and helps me relate to my clients on a personal level.

Today, I combine my technical expertise with genuine empathy to help my clients achieve peace of mind and live richly according to their own definitions of success.