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...



Peak earning years, accumulating wealth stage

Ages (40 to 60)







Saving for retirement with IRAs and company retirement plans, Tax efficient investing, Debt and cash flow, College Savings plans, planning and assessment, accumulating wealth, adequate insurance



Higher living standards, vacation property, club memberships, achieving career goals, healthy living, balancing the expense of growing children + aging parents, convenience and efficiency, making change for good, possible second career


Professional Team Requirements


Asset Management

Growth orientation, mild risk management, advice on 401k investments and education accounts (help you help yourself), investment education, preference for stock and stock funds. Tax efficient investing.


Recommended Strategies

50% Tactical Equity, 30% Blended Asset and 20% Income


Financial Planning

Consolidating investment accounts, insurance review (LT Care, Life and Disability), real estate holdings, and measuring allocation of income to 50/30/20 rule (Budgeting, Essential expenses, financial priorities, Lifestyle Choices), Inheritance and divorce planning


Estate Planning

Developing / updating wills and trusts


Tax Prep and Planning

Strategic tax planning and annual 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