Denver Wealth Management, named for the city where our practice began, serves individuals around the country who believe in our wealth-management philosophy and our ability to bring them closer to their financial goals.
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 being confident 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 potentially become more attainable.
As a client of Denver Wealth Management, you’ll have a one-on-one relationship with your financial advisor. But we believe it’s also important to have a team of professionals looking out for your best interests. It’s why we regularly combine our strengths so that you’ll receive the best possible experience we can provide.
OUR MISSION
At our firm, we have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
HYBRID RIA
Denver Wealth Management, Inc is registered as a Hybrid RIA. As A hybrid RIA, we offer broker dealer services though LPL Financial. We offer advisory services through Denver Wealth Management, Inc.
As a dually-registered firm we can offer the best of two worlds. We can service annuity contracts and private placement investments that are often a core part of a family’s net worth, while additionally offering to manage money for advisory clients in a fiduciary capacity.
FIDUCIARY RESPONSIBILITY
Most of our work with clients is fee-based, meaning that we are compensated as a percentage of the assets you have invested with us. As part of this arrangement, we function as Investment Advisor Representatives and we have a fiduciary responsibility to our advisory clients, meaning we are legally obligated to place your interests above our own when we recommend financial strategies for you.
DIGITAL WEALTH ADVISOR (DWA)
DWA is a new kind of investment service. While inexpensive robo advisors are changing the investment landscape, they are not able to provide the high level of service that many people need when dealing with money. So, we invented DWA – a hybrid of the low cost robo advisor, with personalized investment advice from a real person.
