SERVICES

ABOUT OUR SERVICES

We offer a customized approach to meet your needs. Our core focus is on planning, managing and transferring your wealth so you can focus on today and be prepared for tomorrow.

 

We are unique in the fact that we are the oldest and largest independent personal trust company in Colorado and one of only a few throughout the Rocky Mountain region. This enables us to not only plan and guide our client’s investment portfolios, but to act as agent or trustee. This unique capability is complimented by our experienced team, robust technology platforms and world-class investment partners. Learn more about our integrated wealth strategies.

OUR SERVICES

Financial Planning

We begin with honest conversations around what matters most to you. We develop a personalized financial plan and investment portfolio based on your specific goals and preferences. Our digital technology allows you to track your portfolio anywhere, anytime with the confidence to know where you’re headed.

Investment Management

Our investment management services combine expertise from our team with leading investment partners.  We build a balanced portfolio that blends a wide range of asset classes, integrates sophisticated analytics and monitors market trends to deliver a full-service approach to managing your wealth.

Trust Services

Managing trusts can be a complex endeavor but we are here to simplify the process. Our integrated trust services offers a holistic approach to wealth management and legacy planning. Our local team helps navigate a wide variety of trusts, estate administration, tax rules and distributions with objective and skillful guidance.

OUR PARTNERS

OUR PATHWAYS PLANNING PROCESS

CONNECT

First, we get to know one another and confirm we’re a good fit. We ask questions. We listen. We connect. We find out where you’re at today and your goals for the future. We help you identify your path through our Pathways Planning Process and establish the beginnings of a long-term partnership to get you where you want to be.

DISCOVER

Next, we help you gather and download important financial documents, including investment statements, balance sheets and estate plans, which gives us a 14,000-foot view of your financial picture. Our discovery process includes honest conversations with you and your spouse about what’s most important to you and your family.

ANALYZE

Time to trek further and analyze your data with the help of our financial research partners, including BlackRock, Northern Trust and Goldman Sachs.  Our team analyzes and compares your data to begin charting a customized path to meet your personal and financial goals.

DEVELOP

Just like no two trails are identical, we know each of our clients are unique. Because of this, we develop a customized plan based on your objectives and our analysis.  Using our proprietary software, we build a priority action list to help us deliver a strategy to position you on the right path.

IMPLEMENT

One of the most valuable assets we offer is helping to put your plan into action. We implement your financial plan and help you stay on course, while continuing to monitor market conditions and position your portfolio for long-term success.

REVIEW

Finally, we reconnect with you to review your plan and any necessary changes or transitions, while giving you 24/7 access to track your portfolio’s performance. Our document vault and planning portal allow you and our team to monitor progress and adjust the plan, if necessary, so you can rest easy and do big things today… and tomorrow.

CONNECT

First, we get to know one another and confirm we’re a good fit. We ask questions. We listen. We connect. We find out where you’re at today and your goals for the future. We help you identify your path through our Pathways Planning Process and establish the beginnings of a long-term partnership to get you where you want to be.

DISCOVER

Next, we help you gather and download important financial documents, including investment statements, balance sheets and estate plans, which gives us a 14,000-foot view of your financial picture. Our discovery process includes honest conversations with you and your spouse about what’s most important to you and your family.

ANALYZE

Time to trek further and analyze your data with the help of our financial research partners, including BlackRock, Northern Trust and Goldman Sachs.  Our team analyzes and compares your data to begin charting a customized path to meet your personal and financial goals.

.

DEVELOP

Just like no two trails are identical, we know each of our clients are unique. Because of this, we develop a customized plan based on your objectives and our analysis.  Using our proprietary software, we build a priority action list to help us deliver a strategy to position you on the right path.

IMPLEMENT

One of the most valuable assets we offer is helping to put your plan into action. We implement your financial plan and help you stay on course, while continuing to monitor market conditions and position your portfolio for long-term success. 

REVIEW

Finally, we reconnect with you to review your plan and any necessary changes or transitions, while giving you 24/7 access to track your portfolio’s performance. Our document vault and planning portal allow you and our team to monitor progress and adjust the plan, if necessary, so you can rest easy and do big things today… and tomorrow.

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