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.

Our Services

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.

About DWM

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 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.

 

FAQS

Upcoming Events

1st
Jul. 2022

Clays for Cause

Kiowa Creek Sporting Club
REGISTER HERE We're teaming up with T.J. and Norah Lile of Integrity Mortgage Co. again to host the fifth annual Clays for Cause charity shoot
1st
Aug. 2022

Denver Wealth Management Scholarship Golf Tournament

Arrowhead Golf Course: 10850 Sundown Trail, Littleton, CO 80125
REGISTER HERE FORE! We only have one year to use that little play on words, and that's this year: the fourth annual Denver Wealth Management
16th
Aug. 2022

Webinar: Basics of Investing

Zoom
REGISTER HERE This webinar is geared toward new investors to discuss the fundamentals of addressing your long-term financial objectives. Perhaps you
23rd
Aug. 2022

Addressing Your Social Security Benefits

Eddie Merlot's: 10110 E Dry Creek Rd, Englewood, CO 80112
REGISTER HERE Are you nearing retirement age and interested in learning more about the Social Security benefits you might be entitled to? Or maybe you