Wealth Planning
We help you organize and identify your path so you can eliminate dangers and capture opportunities.
Life Planning
Develop and visualize financial and life goals
Understand financial biases and investment behavior gap
Engage spouse and/or family members to ensure wealth harmony
Organize and simplify financial life
Let's Talk LifeFinancial Planning
Analyze and review retirement vehicle options and funding
Retirement cash flow analysis
Withdrawal strategies and required minimum distribution (RMD) planning
IRA and Roth IRA conversion analysis
Social Security payout option analysis
Higher education funding options and 529 plans
Let's Talk WealthInvestment Management
World-class portfolios tailored to your unique situation.
Portfolio Management
Investment Policy development and set return benchmarks
Understand risk tolerance and risk capacity
Determine asset allocation and optimize asset location
Review and select institutional level investment options
Values based and impact investing
Tax manage via loss harvesting, tax bracket, and capital gain management
Strategies for concentrated stock positions
Ongoing rebalancing of portfolios
Performance monitoring and consolidated reporting
Let's Talk InvestmentsTrust & Estate Services
We are Colorado's oldest and largest independent state-chartered trust company regulated by the Division of Banking. We help families live successfully and flourish from one generation to the next.
Legacy and Estate Planning
Dynamic visualization of estate and wealth transfer plans
Review and analysis of asset titling and beneficiary designations
Coordination with legal and tax advisors on trust and estate documents
Charitable giving and multi-generational legacy strategies
Let's Talk LegacyTrust Administration and Estate Settlement
Corporate trustee, co trustee and agent for trustee capabilities
Acting as Executor and/or personal representative in estate settlement
Comprehensive administrative services for revocable and irrevocable trusts
Principal and income accounting and beneficiary distribution tracking
Expense management and beneficiary bill pay
Fiduciary tax preparation
Let's Talk Trust and EstateA Corporate Fiduciary
A corporate trustee provides professional, impartial, and long term management of your
trust to ensure your wishes are carried out exactly as intended. Unlike an individual trustee,
a corporate trustee offers continuity across generations, fiduciary expertise, and robust
administrative support, including investment management, tax reporting, and beneficiary
distributions. Corporate trustees also bring objectivity to potentially sensitive family
situations, helping to reduce conflicts and ensure fair, consistent decision making. By
leveraging their experience, resources, and oversight, you can be confident that your legacy
will be preserved and your beneficiaries cared for well into the future.
CONSIDERATIONS IN SELECTING A TRUSTEE
