Create Wealth | Defend Itâ„¢



Our approach to asset management is unique across all strategies in that we employ the principles of tactical and dynamic asset allocation in an attempt to build wealth consistently with reduced risk to your investment capital. We understand that the foundation of our business depends on a high level of trust, reliability and confidence in us as managers, as well as providing a positive value in meeting our clients' financial goals.


Get to know what kind of Investor you are...




Ages (70+)








Conservation of current assets, income generation and systematic withdrawals to meet living expenses.  Gifting and wealth transfer to next generation.



Possible hobby career, self actualization, passing wisdom and/or teaching, staying healthy and active, trips of a lifetime (bucket list), grandchildren and family reunions, enjoying life with plenty of "R and R".


Professional Team Requirements


Asset Management

Conservative portfolio with minor risk to capital and modest but consistent returns over all time frames.


Recommended Strategies
30% Tactical Equity, 30% Blended Asset and 40% Income


Financial Planning

Consolidating investment accounts for effective monitoring and optimizing whole portfolio risk and return objectives, Annual withdrawal rate, cash flow and balance sheet analysis. Charitable giving.


Estate Planning

Review and update wills (trusts), predator and creditor protection.  Distribution of wealth to next generation.


Tax Prep and Planning

Annual strategic tax planning and preparation

All Season Financial Announcements:


Friday, February 19, 2016

Join Us Wednesday, May 10th 




Solution Series LIVE!


2017 Healthcare Planning in Retirement 


This event is appropriate for all ages.

When / Where: 5:00 PM at Our Office 

731 Sherman St. Denver, CO 80203

Refreshments will be served. 


RSVP to:

Available Now!

Tuesday, January 19, 2016

Red Sky Report | January 4th, 2017


Red Sky Report | December 22nd, 2016


Call Us
Denver (303) 837-1187

Western Slope (970) 439-2866


Email Us