Private Wealth Management

 

Connect With A Wealth Management Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

  • This field is for validation purposes and should be left unchanged.

We Only Work With Top Wealth Management Firms

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Meet With An

Independent Wealth Manager

Step 1:
Fill Out The Form

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

  • This field is for validation purposes and should be left unchanged.

Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value of Personal Wealth Management

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

What Does a Wealth Manager Do?

1. Assess and Set Goals

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s.

2. Customize a Plan

Developing a plan that is tailored to the client.

They discuss their level of risk tolerance and develop an appropriate plan of investments, savings, and asset allocation.

3. Manage Relationships and Assets

Although advice and planning is what most clients want from their advisor, many advisors are also qualified to fully manage an investment portfolio.

When Do You Want To Retire?

How far away is your dream life?

  • This field is for validation purposes and should be left unchanged.

How Can Asset Wealth Management Help You?

Wealth managers are professionals that can offer the highest-level of financial services to their clients.

The services of a wealth manager are geared primarily toward high-net-worth individuals, especially later in life.

Below are some of the things that a wealth manager can help you with:

  • Retirement planning
  • Life transition planning
  • Advanced tax planning, filing, and deductions
  • Management of a large-scale investment portfolio
  • Legal assistance
  • Estate planning

Wealth managers are professionals who primarily offer their services to the affluent; however, non-traditional forms of wealth management also exist and are far more accessible price wise.

Nowadays, the technology available is powerful enough to provide a complex but streamlined experience.

Questions To Ask Your Aurora, CO Wealth Manager

Are you a fiduciary?

Fiduciaries are a specific class of financial professionals that are held to an especially strict ethical standard. You only ever want to entrust your money to a fiduciary, and never with someone who isn’t.

How will you allocate my assets?

Ideally, your manager should be investing in as diverse a set of investments as possible, from stocks and bonds to commodities and mutual funds. Make sure they aren’t only going to invest in one type of thing, unless they have a very good reason for doing so.

How often will I receive updates from you?

Your wealth manager should send you regular updates letting you know about small level changes in your portfolio and how your financial performance is doing. Most managers send these as monthly emails.

Other Resources On
How To Choose a Wealth Management Firm

What is the Value of Partnering with a Financial Advisor?

How to Choose a Financial Advisor

Questions to Ask Your Financial Advisor

Wealth Management Firm Locations

Aurora
Bair Island
Bellevue
Bothell
Broomfield
Cherry Creek
Columbine
Denver
Edgewater
Kent
Lafayette
Littleton
Redmond
Renton
Oakland
San Francisco
San Jose
Sausalito
Seatac
Seattle
Pleasanton
Silicon Valley
Sunnyvale
Vashon Island
Wheat Ridge
Palo Alto
Dublin
Redwood City


FAQs About Private Wealth Management Firms

Most top financial advisors charge fee-only payments. The main form of those payments is a small percentage of a client’s assets under management.
A financial advisor is like a doctor for finances. They evaluate a client’s financial health then help clients improve and leverage that financial health.
Research not just what other clients say about them but also what their qualifications are.
It depends on how much money you have and how much of your income that you can put towards those savings every month.