Welcome to Integrated Wealth Partners
As a leading wealth management firm in the front range of Colorado, we primarily assist a select group of successful entreprenurs and other affluent families in transitioning from success to significance, while preserving their wealth and achieving everything that is important to them. We listen deeply to our clients and ask hard questions about what they are trying to do with their lives, working with them in a collaborative process to understand who they really are: their values, goals and life purpose. We then focus our expertise on their unique goals, opportunities and challenges, partnering with our expert team.
Our integrated process provides a systematic approach to achieving the big picture goals of our clients. Using our five step consultative process, we act as our client’s team leader; integrating wealth preservation with tax planning, asset protection, estate planning and charitable giving. Through life-long interaction with our clients and expert team, we focus on building close relationships, insuring that their specific investment plan and other wealth strategies are always integrated and appropriate for their ever changing challenges and opportunities.