Independent | Fiduciary
Wealth Management

Located in Denver, CO.


Our approach is comprehensive and built for you.


Distinctive approach, backed by our 30+ years of experience and professional qualifications.


We weave estate consulting directly into your unique plan.


Customized retirement income distribution strategies.

As a fiduciary, we provide independent, unbiased advice.

Our independence is what truly adds value: as an independent RIA we are not restricted by a “platform.” It is our goal to provide the best service, portfolio management, and professional advice possible.

Our Company

Dan Katz, CFA

Managing Principal

Casey Vader

Managing Principal

Investment Management built for you.

Each portfolio is customized based on the individual client’s goals and needs.

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Years of experience managing client assets.

Our Partners