WHY CHOOSE DENVER PRIVATE WEALTH MANAGEMENT?

You have choices available as to where you invest your money. Upon close examination, Denver Private Wealth Management offers unique qualities that set us apart.

EXPERIENCE: Our team has developed their skill set through some of the industry’s most stringent educational and training programs. Our staff has over 36 years of investment experience in investment management, research, portfolio modeling and financial planning.

CREDENTIALS: Our credentials reflect our philosophy: we look to maximize the client experience by attaining credentials that reflect the highest level of training possible within the financial industry. We are constantly learning so your portfolio can keep evolving. Our staff’s credentials include:


TEAM APPROACH:
Our approach, designed to best serve each of our clients’ needs, is structured around a team of specialists: client advisor, portfolio manager, financial planner and your tax professional. We offer superior service by seamlessly integrating the expertise of each specialist.

COMPREHENSIVE PLANNING: Our aim is to address all areas of your financial needs. Financial planning is an integral part of Denver Private Wealth Management’s client experience. We will work closely with you to help set financial goals, analyze your investment portfolio, and attempt to make sure both pieces work in tandem to help secure your financial future. Denver Private Wealth Management will also work closely with your estate attorney or one of our trusted partners to ensure your financial plan not only serves you, but also those you care about most. For more information: Click Here

INDEPENDENT: Through our institutional platform, we have nearly unlimited access to securities and financial solutions with no proprietary products. As a Registered Investment Advisor: we are held to a fiduciary standard, requiring us to offer the best advice possible, not what is merely “suitable.”

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We offer full transparency in our fee structure, investment management process, and platform. Denver PWM’s process was developed to offer prudent investment management to serve the best interest of our clients.

BUSINESS CUSTODIANS: Charles Schwab and Southwest Securities are the main custodians for all of our client assets. You can rest assured that we never take possession of your assets. Our SIPC insured custodians were chosen on the basis of their open platform, favorable fee structure, and client-friendly interface.

ADVANCED INVESTMENT SOFTWARE: Denver Private Wealth Management utilizes Tamarac, a division of Envestnet, Inc. Tamarac is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. This software increases the efficiency of our investment models and allows us to quickly implement our best ideas.

LOW CONFLICTS: We try to avoid conflicts of interest whenever possible, and disclose in advance those that we have identified and cannot be avoided. Further, we will disclose all compensation received, costs and services performed in an attempt to provide our clients complete transparency.

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