Denver Private Wealth Management provides comprehensive investment advisory and wealth management services to individuals, high-net-worth families, trusts, estates, and retirement plans. Operating as Denver PWM, the firm creates personalized portfolios based on each client's specific financial goals, risk tolerance, and time horizon. The advisory team utilizes fundamental and technical analysis, investing across a range of asset classes including exchange-traded funds, mutual funds, individual stocks and bonds, and alternative investments. In addition to ongoing portfolio management, Denver Private Wealth Management offers financial planning covering estate planning, retirement, education funding, insurance needs, and cash management. The firm also provides specialized services for employer-sponsored retirement plans and held-away accounts like 401(k) plans through third-party platforms. Denver Private Wealth Management is wholly owned by Aspen Standard Group as part of a holding company structure.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum investment management fee is 1.50%. Specific fees are set forth in your agreement and may vary based on account size, complexity, and activity.