Independent | Fiduciary
Wealth Management

Located in Denver, CO.

Planning

Our dynamic approach is unusual, comprehensive and built for you.

Investments

distinctive approach, backed by our exceptional qualifications.

Estate

We weave expert estate consulting directly into your unique plan.

Retirement

A peace of mind with a retirement income distribution strategy.

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.

Learn More

30+

Years of experience managing client assets.

Contact Us

Let's begin
(720) 730-2550

Our Partners

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.
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