FINANCIAL PLANNING
Much like building a home, financial independence begins with a plan. Our advisors will work alongside you in designing a tailored financial plan that reflects your current lifestyle and long-term financial goals.
INVESTMENT ANALYSIS
The Summit Investment Process™ is our proprietary, four-step investment process that ensures your money is invested appropriately. Our process is designed and updated to keep up with your evolving lifestyle.
A FOCUS ON EDUCATION
As we like to say, an educated investor is a good investor. Our team of advisors will educate you throughout every step of the financial planning process.
PREPARE TODAY FOR A
PROMISING TOMORROW
At Denver Wealth Management (DWM), we help successful, hard-working individuals keep their financial lives in order and embrace a debt-free mentality, allowing them to pursue their personal and professional dreams. We’ll help you put a plan in place that considers all aspects of your financial life—giving you confidence that your money is invested appropriately and financial confidence about the future for you and your loved ones. We’ll work with you to identify and prepare for life’s financial challenges and its opportunities, so your hopes for retirement, education and other major life events can potentially become more attainable.
HOW MUCH MONEY DO I NEED TO START INVESTING?
Our people and process allow our team to professionally manage accounts ranging from as little as $1 to millions. At Denver Wealth Management, we are committed to helping families and individuals of all asset sizes. Whether you are just beginning your investment journey or approaching retirement, our team would be happy to compete for your business. Schedule a free consultation here.
ARE YOU AN INDEPENDENT FINANCIAL ADVISOR?
Yes. As an independent financial advisor, we are unrestricted to the use of proprietary products from any specific company. Our advisors have the freedom to recommend the products that we believe are most suitable for your needs.
Our co-founders, Blair Braden, CFP® and Zachary Bouck, CIMA®, opened Denver Wealth Management for that reason—to put our clients' needs first. In their previous roles, Blair and Zachary were constrained to only a handful of proprietary products, creating a conflict of interest—they did not have the freedom to offer their clients the most appropriate products. Thus, in 2012, they opened Denver Wealth Management, an independent registered investment advisor.
WHAT DOES DENVER WEALTH MANAGEMENT DO?
We are a local, full-service wealth management firm. Our experienced team of advisors assists in investment management, comprehensive financial planning, insurance services, and more.
Depending on your current lifestyle and long-term objectives, our team works alongside you to design a tailored financial plan. Then, through our four-step investment process—the Summit Investment Process—we determine how your assets should be invested, take action, and make adjustments as needed. Learn more about us here.
