Broker Check

At our firm, we have the client—and only the client—in mind. Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

<strong>BLAIR BRADEN, CFP&#174;</strong>

BLAIR BRADEN, CFP®

Managing Principal & Chief Compliance Officer
blair@denverwealthmanagement.com

<strong>ZACHARY BOUCK, CIMA&#174;</strong>

ZACHARY BOUCK, CIMA®

Managing Principal & Chief Investment Officer
zachary@denverwealthmanagement.com

<strong>RICHARD GOBLIRSCH, MBA</strong>

RICHARD GOBLIRSCH, MBA

<strong>TONY PELZ</strong>

TONY PELZ

Lead Financial Advisor
tony@denverwealthmanagement.com

<strong>DAVID FRUM</strong>

DAVID FRUM

<strong>MICHAEL STONE, CFP</strong><strong>&#174;, CLU</strong><strong>&#174;, CHFC</strong><strong>&#174;</strong>

MICHAEL STONE, CFP®, CLU®, CHFC®

LPL Financial Consultant
michael@denverwealthmanagement.com

<strong>EDIJA SARIPOVA, CPA</strong>

EDIJA SARIPOVA, CPA

<strong>MIKE DAMBECK</strong>

MIKE DAMBECK

Investment Advisor Representative
mike@denverwealthmanagement.com

<strong>AUSTYN GARCIA</strong>

AUSTYN GARCIA

<strong>DAN BONKOSKI</strong>

DAN BONKOSKI

<strong>KAITLYN SWOPE</strong>

KAITLYN SWOPE

Client Relationship Manager
kaitlyn@denverwealthmanagement.com

<strong>CHRISTI FRUM</strong>

CHRISTI FRUM

Client Services Manager
christi@denverwealthmanagement.com

<strong>GLENN "BUZZ" FRUM, CLU</strong><strong>&#174;</strong><strong>, CHFC</strong><strong>&#174;</strong>

GLENN "BUZZ" FRUM, CLU®, CHFC®

Client Relationship Associate
buzz@denverwealthmanagement.com

<strong>SCHELYCE HILBERT</strong>

SCHELYCE HILBERT

<strong>ISAAC RUSSO</strong>

ISAAC RUSSO

 

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