We are excited to introduce Tony Pelz, Denver Wealth Management’s newest team member. Tony will be working primarily with Zachary, Blair, and Richard in the analysis, implementation, and ongoing monitoring of our client’s financial plans. In the future you will most likely see Tony in our meetings or have conversations over the phone with him. His primary goal is to work with Denver Wealth Management clients in keeping them on a track to work towards their own financial goals. We are very excited to have Tony be a part of our team and know you all will appreciate working with and getting to know Tony. Tony is starting on April 9th. Below you can get to know Tony a little better, and as always if you have any questions or concerns please contact us at 303-261-8015.
Tony Pelz is a Financial Advisor who works with individuals and families to develop long term strategies and pursue financial independence in financial planning.
Tony has a passion for service to his clients. He finds great satisfaction in helping people set and reach their financial goals. He believes that by implementing a strong financial plan and having the discipline to see it through, are the principal components to his clients’ fulfillment.
Tony started in finance in 2004 as a Mortgage Loan Officer, followed by an eleven-year career at TIAA-CREF in the Wealth Management Group, providing advice and service to clients in California, Oregon and Washington.
A Colorado State University graduate and Colorado native, Tony and his wife, Kathleen, live in Denver. They are very happy to be part of this community and feel it is a wonderful place to live and raise their daughter Janet. Tony and Kathleen are both active at the local elementary school and avid golfers and skiers. In his free time, Tony enjoys spending time with his family and friends, playing golf and watching major Colorado sports teams.