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Locally Sourced Financial Planning

Locally Sourced Financial Planning

We provide tax-efficient financial planning and investment management for families in Denver’s Park Hill, Central Park and surrounding communities.

Key Differentiators

How We’re Different from Ordinary Advisors
  • Specialization in financial planning for families in Park Hill and Central Park
    • We offer ongoing AND project-based engagements customized to your financial situation
  • Our fees are transparent and not anchored to a percentage of assets under management
  • We are experts in equity-based compensation
    • And how to maximize your equity-based compensation (RSUs, ISOs, NQSOs, etc.) while minimizing taxes
  • We do tax planning and make your tax preparer’s life easier
    • We work seamlessly with you and your tax preparer(s) to weave careful tax planning into all aspects of our advisory services
  • We review your estate plan regularly and coordinate directly with your attorney
    • Unlike most advisors who give you homework to complete your estate plan and never talk about it again
  • We understand retirement income (including pensions and Social Security)
    • And how to maximize your benefits, which will likely be the bedrock of a successful “Encore” phase of your life
  • We are fiduciaries and independent 
    • We are always required to act in your best interest and not associated with any outside companies. This allows us to provide advisory services free of restrictions or pressure to push salesy products you don't need
  • We’re credentialed
    • In addition to possessing the requisite education and professional experience, we have obtained industry-recognized designations focused on financial planning & investment management:
    • CFA Chartered Financial Analyst

Our Services


 Project-based financial planning for mid-career individuals and families

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Project-based financial planning for individuals and families approaching retirement or already retired

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Ongoing concierge advisory service including investment management for individuals and families with at least $1mm in investment assets

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Memberships and Alliances

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How Can We Be of Assistance Today?

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