Fiduciary best practices in Colorado

Investment Fiduciary Planners, LLC is a leading finance institution located at 720 South Colorado Boulevard in Denver, Colorado, United States. Our team of expert advisors specialize in providing fiduciary planning services to help individuals and businesses achieve their financial goals. With a commitment to transparency and ethical practices, we work closely with our clients to develop personalized investment strategies that align with their unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Investment Fiduciary Planners, LLC is dedicated to helping you secure a prosperous financial future.

Schmidt Law, LLC is a reputable law firm located at 120 West 4th Street in Wray, Colorado. Established in 2011, our founder Amy Schmidt has been practicing law in Colorado since 2007. We specialize in providing a range of general and civil legal services including estate planning, probate, trust administration, professional fiduciary services, and business formation services. Our team is dedicated to serving the northeastern Colorado community with integrity and expertise. Contact us today for all your legal needs.

Enockson Law LLC is a business litigation and False Claims Act/Whistleblower firm located at 4350 Wadsworth Boulevard in Wheat Ridge, Colorado. With over twenty-five years of experience, Paul Enockson is a dedicated advocate for his clients, specializing in complex civil litigation in Colorado and throughout the United States. His expertise has been recognized by his peers, earning him the title of Colorado Super Lawyer in Business Litigation and a Martindale-Hubbell AV Preeminent rating. The firm's practice focuses on a variety of business litigation matters, including breach of contract, payment disputes, business torts, breach of fiduciary duty, commercial real estate disputes, and construction litigation. Enockson Law also represents whistleblower qui tam relators in actions to recover money fraudulently taken from the Federal government, with successful cases involving healthcare fraud and fraudulent procurement.

CAPTRUST, located at 6465 Greenwood Plaza Boulevard in Greenwood Village, Colorado, offers expert investment advisory and fiduciary services for endowments and foundations. Our team provides a range of financial services for nonprofit clients, including committee education, donor development, OCIO services, performance reporting, and investment management. Whether you need wealth planning, portfolio management, family governance assistance, or philanthropic strategies, our financial advisors are here to help. We also support employer organizations with fiduciary partnerships, plan design optimization, financial wellness programs, and more. Stay informed with our market insights, best practices, and financial planning strategies. Join our upcoming webinars and access recordings on topics like fiduciary liability, industry insights for hospitals and healthcare systems, and how nonprofits can navigate volatility. Nonprofits are increasingly turning to alternatives and seeking expert guidance, and CAPTRUST is here to help.

Sugden Wealth Management, located at 720 South Colorado Boulevard in Glendale, Colorado, is a finance institution dedicated to helping clients achieve their long-term financial goals. Their mission is to capture the returns provided by the capital markets while managing risk, optimizing tax efficiency, and minimizing fees. They focus on individual financial goals and assess performance based on progress towards those goals, rather than just rates of return. The team at Sugden Wealth Management emphasizes the importance of overseeing fees and minimizing the impact of taxes on portfolio performance. They help clients understand and prepare for significant risks such as emotions, longevity, and inflation. By providing education on investing and financial planning, they empower clients to make informed decisions.

The Kelly & Wohlner Group is a boutique, private wealth management practice located at 1726 Cole Boulevard, Lakewood, Colorado, United States. Our team provides personalized strategies, knowledgeable advice, and client-driven solutions to successful individuals and families. As fiduciaries, we prioritize your interests in all decisions, striving for long-term growth and shared success. We work closely with you to understand your values, needs, and vision for the future, creating customized financial plans that align with your goals. Our mission is to provide insightful guidance, robust investment knowledge, and transparent wealth management solutions, ensuring that you achieve your long-term objectives. We collaborate with your trusted advisors to ensure cohesion across all areas of your financial life, staying up-to-date on market conditions and global events to provide informed, proactive advice. Hightower Advisors, LLC is a SEC registered investment adviser, and we do not receive commissions on products we recommend. Our commitment to quality, integrity, and transparency sets us apart as trusted advisors dedicated to your financial success.