Our team has developed their skill set through some of the industry’s most stringent educational and training programs. Our staff has over 75 years of investment experience in investment management, research, portfolio modeling and financial planning.
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:
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 excellent service by seamlessly integrating the expertise of each specialist.
Our aim is to address all areas of your financial needs. Financial planning is an integral part of Denver PWM’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 PWM 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.
Through our institutional platform, we have nearly unlimited access to securities and financial solutions with no proprietary products. As Investment Advisor Representatives, we are held to a fiduciary standard that requires us to offer the best advice possible, not what is merely “suitable.”
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Charles Schwab is our primary custodian for 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 PWM 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.
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. For more information of conflicts of interest, they are disclosed in our ADV Part 2 A.
COLORADO FIVE STAR WEALTH MANAGER™ AWARD
To recieve the Five Star Wealth Manager Award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and compliant review.
Five Star Professional:
- Conducts comprehensive research
- Recognizes service professionals
- Partners with leading city/regional magazines
- Helps award winners gain the recognition they deserve