Not commissions.
you’ll retire well.
Let us build you a roadmap.
Small enough to know you.
We’ll help you get there.
Wealth management tailored to your life transitions
Retirement and financial planning services that put your needs first.
Transitions was founded in 1999 in Colorado. We are a registered advisory firm with a focus on full-service wealth planning.
As your trusted advisor, our mission is to turn your dreams into reality
The right financial plan doesn’t begin with charts and graphs. It starts with your unique goals and aspirations. Transitions Wealth Management is a fee-only (non-commission) fiduciary wealth management firm with decades of experience working with investors just like you. We listen first and talk later. We help you make wise financial decisions using evidence-based investments based on your needs, not ours. We work harder so you can live better – through all of life’s transitions.
“We do what’s right even when no one is looking.”
Our reputation means everything to us. We are part of your community – local to Denver and personally invested in your success. From our initial discovery meeting to ongoing progress meetings, we make a point to listen and respond in the most helpful way we can. We take great pride in doing right by people.
Our Services
Most financial advisors earn their income through commissions. That means they don’t always put their clients’ interests first. As fiduciaries, we are bound by law to keep your best interests front and center. Not taking commissions from product sales gives you assurance that we will always provide completely objective advice.
We’d love to hear from you!
We are a full-service, fiduciary wealth management firm. Our end-to-end wealth management services include:
Investment Management
We allocate your assets across a diverse, risk-appropriate investment portfolio based on your financial goals.
Retirement Planning
We determine how much you will need to sustain your desired lifestyle and define strategies to help you get there.
Education Planning
We can assist you with college savings plans, funding strategies and financial aid applications.
Personal Financial Planning
We help you plan based on your day-to-day needs, major purchase goals, and life events such as a new job, kids’ college enrollment or new grandchildren.
Insurance Planning
We audit your existing coverage and help construct an insurance plan that both protects you and makes sense.
Tax Planning
We help structure your finances so you aren’t overburdened by an undue tax liability.
Wealth Transfer Planning
We give you a multi- generational snapshot with financial modeling, tax considerations and action plans.
Business Planning
We advise you on areas such as cash flow analysis, succession planning and retirement plan design.
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Our Location
4600 South Ulster Street, Suite 1050, Denver, CO 80237
Contact Info
303-221-4867 | info@transitionswm.com