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We put YOU at the center of your financial plan

At Denver Private Wealth Management, we take a comprehensive approach to your financial planning because, for us, it’s not just about the numbers. We understand that each client who walks in our door brings a unique blend of values and objectives that should factor into their present and future financial plan. That’s why our team is dedicated to assisting each client – from the new to the experienced investor – with financial goals that fit their current and future lifestyle.

Our Unique Approach

Denver Private Wealth Management specializes in fee-based discretionary asset management for individuals and families. We customize portfolios based on your financial goals and work closely with you, your tax advisors and estate attorneys to form a comprehensive view of your financial situation.

We place an emphasis on reducing risk, taxes and expenses and utilize a variety of institutional research and resources, including the expertise of an in-house Chartered Financial Analyst charter holder. This allows us to develop a unique comprehensive portfolio for each client.

Our Portfolio Management Philosophy

Each portfolio is customized based on the client’s time horizon, cash flow needs, willingness to accept risk, and tax situation. The foundation of our portfolio construction is rooted in Modern Portfolio Theory, but incorporates up to twenty-four asset classes to better capture the full investable market.

Our Services

We specialize in fee-based discretionary asset management for individuals and families. We customize portfolios based on your financial goals with an emphasis on minimizing risk, taxes and expenses while maximizing return.

MANAGE

Asset Management

Each portfolio is customized based on the client’s time horizon, cash flow needs, willingness to accept risk, and tax situation.

GrowTH

Financial Planning

Professional financial planning is a core element of our commitment to comprehensive and personalized wealth management.

PARTNERSHIP

Insurance Planning

We utilize trusted insurance partners to meet Life, Long Term Care, and Disability Insurance needs.

Manage

Income Tax Strategies

We recognize that tax conscious investment planning and tax efficient portfolio construction are essential to help maximize the growth and protection of your wealth.

PROTECT

Estate Planning

We are experienced in wealth transfer strategies to ensure your estate will be maximized and transferred to loved ones, and purposes, effectively and as you expect.

DONATE

Charitable Planning & Philanthropy

Our involvement in the community, charities and charitable giving are an integral part of our philosophy.

CERTIFIED INVESTMENT MANAGEMENT ANALYST • CIMA®

The CIMA is specifically for financial professionals who seek competency as an advanced investment consultant. The CIMA program emphasizes modern portfolio theory, asset allocation, and manager selection. The CIMA designation is offered through Denver based Investment Management Consultants Association (IMCA). The educational component of the CIMA certification process is completed at Wharton Business School’s Executive Education Program at the University of Pennsylvania.

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CHARTERED FINANCIAL ANALYST • CFA®

The CFA designation, referred to as “the gold standard” by The Economist, is a graduate-level program focused on investment management. The CFA curriculum focuses heavily on portfolio management, security analysis, financial statement analysis, and security valuation techniques. The CFA curriculum is also known for its emphasis on ethics, ensuring charter holders adhere to the highest of standards.

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CERTIFIED FINANCIAL PLANNER • CFP®

The CFP designation is awarded to individuals who have completed a rigorous program covering a list of nearly 100 topics on integrated financial planning, including financial, estate, tax, and investment planning. Additionally, CFP professionals follow a strict code of ethical standards, ensuring they always serve their clients’ best interests.

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CHARTER RETIREMENT PLANNING COUNSELOR ℠ • CRPC®

Individuals who hold the CRPC designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards or Professional Conduct and are subject to a disciplinary process.

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