Top Financial Advisors in Englewood, CO

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Aveo Capital Partners (ACP) is a fee-based firm that works with both high-net-worth and non-high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations and businesses.

Clients engaging in wealth planning services could pay flat or minimum annual fees. ACP can also charge an hourly fee that ranges from $150 to $500 per hour.

Some of the advisors at this fee-based firm can earn commissions from the sale of financial products. Despite the potential conflict of interest this creates, the firm's fiduciary duty requires it to act in a clients' best interests at all times.

Aveo Capital Partners Background

ACP was established in 2011 and is owned by managing member Keys Tinney.

According to the firm’s brochure, ACA Holdings, LLC (which is owned by Brian Rorick and Michael Beermann) and RIA Holdings, LLC (owned by Sean Henderson) are also members.

Aveo Capital Partners Investment Strategy

ACP offers a wide range of client services, including financial planning, investment management, insurance planning, tax planning, estate planning, college education savings and charitable planning services.

When managing portfolios, the firm says that it considers time horizons for investments, risk tolerance and client goals, among other factors.

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Wealth Watch Advisors is a fee-only firm that manages hundreds of millions in assets for more than 1,100 high-net-worth and non-high-net-worth clients.

The firm’s management fee is based on a percentage of assets under management. The maximum annual management fee is at 1.95% for smaller account sizes and a minimum of 0.77% for larger accounts.

Wealth Watch Advisors Background

Wealth Watch has been in business since 2014. The firm’s owners are David A. Shields, Tyrone Clark, William E. Gastl and John Patrick Lynch. The Firm's managing members are David Shields and William E. Gastl.

Among the registered investment advisor’s (RIA) advisory services are portfolio management, financial planning and the selection of other advisors.

Wealth Watch Advisors Investment Strategy

Wealth Watch mainly uses asset allocation as an investment strategy, and the key asset classes the firm utilizes are equities, fixed income and cash and equivalents. Its securities analysis and investment methods include optimization, technical analysis and quantitative analysis.

The firm also uses long-term and short-term purchases.

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Market Guard works mostly with non-high-net-worth individuals. Though the firm also serves high-net-worth clients and institutional ones, which include both charitable organizations and corporations.

Because some of MarketGuard’s advisory employees can sell insurance policies for a commission, the firm is fee-based. While this represents a possible conflict of interest, the firm is legally bound by fiduciary duty. This guarantees that the firm’s advisors will work in your best interest.

Market Guard Background

Market Guard was founded in 2002 and is owned by Jenkins Wealth, Inc., a corporation in Colorado.

This firm offers financial planning and investment portfolio management as both a combined service and a la carte. Here’s a breakdown of what the firm can do:

• Risk-adjusted investment management
• Investment planning
• Tax management
• Retirement planning
• Estate planning
• College planning
• Debt management
• Life insurance analysis

Market Guard Investment Strategy

Market Guard has a unique way of building and monitoring its clients’ investment portfolios. The firm not only evaluates your investments regularly, it also identifies when it’s an appropriate time to buy, sell or hold. To ensure that every investment decision fits in with your personal needs, the strategy will adhere to your risk tolerance and time horizon.

As far as actual securities go, Market Guard typically invests in index-based ETFs. On occasion, the firm may deem it appropriate to also invest in individual stocks, bonds or insurance products.

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Wakefield Wealth Management (WWM) is a fee-only firm that generally works with high-net-worth and non-high-net-worth individuals. There are a few businesses, retirement plans and charitable organizations here as well.

The firm requires a minimum of $1 million in investable assets, but it can also waive that requirement based on discretion.

Wakefield Wealth Management Background

In 2014, Wakefield Wealth Management was created through the restructuring of Wakefield Asset Management, WWM’s sister company.

The firm is independent and entirely employee-owned, with managing partner and chief investment officer (CIO) Todd Gervasini serving as its principal.

Wakefield has a large set of services that clients can choose from. The firm’s services are largely based around investment management and financial planning, with options including: 

• Retirement planning 
• Estate planning 
• Tax planning

Wakefield Wealth Management Investment Strategy

Once your personal needs become apparent to your WWM advisor, the firm will look to pair you with one of its proprietary investment portfolios. Each model corresponds to a given risk tolerance, so the securities they use can vary wildly.

For example, Wakefield has a fixed-income strategy that utilizes exchange-traded funds (ETFs), mutual funds, corporate debt securities, and more. On the other hand, some of its other portfolios are focused on individual equities. While the risk is certainly higher with these securities, the return potential is far higher.

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Cherry Creek Investment Advisors (CCIA) is a fee-only firm that works with both non-high-net-worth and high-net-worth individuals.

The firm says in its brochure that it does not generally require an account minimum to open and maintain an advisory account. Though CCIA’s “Right Track” program calls for a $5,000 investment to open a digital account and a minimum balance of $50,000 to take advantage of tax-loss harvesting.

Cherry Creek Investment Advisors Background

Cherry Creek Investment Advisors was founded by Sean Castle and Patricia McNamara in 1994.

CCIA provides investment management and financial planning services, such as retirement planning and estate planning. Additionally, the firm’s website features robo-advisory services and investment services for women clients. 

Cherry Creek Investment Advisors Investment Strategy

Cherry Creek Investment Advisors’ says that it offers professional investment advisory services to private investors.

As with other firms, CCIA bases services on client financial objectives and risk constraints. These factors are considered to create individually-tailored investment portfolios for those client needs.

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Essential Investment Partners is a fee-only firm that works with both non-high-net-worth and high-net-worth individuals, as well as charitable organizations.

The firm typically requires a minimum relationship of $1,000,000 for advisory services, but may consider negotiable minimums based on their discretion.

Clients engaging in wealth planning services will also have to pay a percentage of assets under management. For the first $2 million, the annual fee is 1.00%, followed by 0.75% for the next $3 million and 0.50% thereafter. The firm’s minimum annual fee is $10,000.

Essential Investment Partners Background

Essential Investment Partners was established in 2019.

The firm is owned by multiple owners, including Michael K. Haines and Jonathan F. Zeschin, which hold a 100% ownership share in the company.

Essential Investment Partners Investment Strategy

Essential Investment Partners says on its website that it works primarily with two types of client relationships. The first type focuses on wealth management, and the firm uses an “investment policy statement” to guide the strategy for client portfolios. The second type of relationship focuses on separate accounts where “securities are held at an independent custodian and owned by the client.”

Like other firms, Essential Investment Partners considers your time horizon for investment, risk tolerance, cash withdrawal needs, income taxes and other factors when working with clients.

When managing client portfolios, the firm says that it selects mutual funds, ETFs and hedge funds based on their performance history, investment objectives, management style and philosophy, among other factors.

Additionally, Essential Investment Partners uses individual stocks, bonds and alternatives within sectors of the fixed income markets to further diversify client portfolios.

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Custom Portfolio Group is a fee-only firm that manages millions in client assets under management (AUM). Individual clients include both high-net-worth and non-high-net-worth individuals, as well as charitable organizations.

The firm requires a $1 million minimum account size, though it can waive this minimum based on discretion.

For clients engaging in investment portfolio management, Custom Portfolio Group charges a percentage of assets under management, which can range from 1.25% for the first $1.5 million to 0.60% for accounts over that initial amount.

Custom Portfolio Group Background

David Twibell, Custom Portfolio Group’s president, founded the firm in 2011. Twibell still owns 100% of the firm.

Investment management and financial planning services are both available for use at Customer Portfolio Group. Here are some of the specific services that the firm offers:

• Retirement planning
• Cash flow planning
• Asset protection planning
• Wealth transfer planning
• Insurance planning
• Education planning

Custom Portfolio Group Investment Strategy

Custom Portfolio Group states explicitly in its Form ADV that its investment philosophy is strictly founded on the principles of prudent risk management and customization. Beyond this, the firm will look to further stave off risk by ensuring your portfolio is fully diversified.

In an effort to diversify as much as possible, Custom Portfolio Group uses a wide range of securities. This might include domestic and international stocks and bonds, real estate, alternative investments and natural resource securities.