Services

We Deliver:

Outstanding Personalized Service - Our clients expect exceptional service and personalized attention, and we are committed to making sure they get it. We will collaborate with you to develop an integrated financial plan to best achieve your unique personal or professional goals.

Proven Expertise - Our team is comprised of nationally-recognized experts on investment management and financial planning. Members have been quoted by The Wall Street Journal, CNBC, CNN.com and Forbes, written articles for national publications like Denver Business Journal, Bottom Line Wealth, and Physician's Money Digest, and counseled clients on a diverse range of topics from estate planning to hedge funds and alternative investments. We will gladly work with your existing team of accountants, lawyers, and planners to make sure you always have the best advice and counsel, regardless of your financial needs.

Objectivity - Unlike many of our competitors, we don’t charge investment commissions, accept incentive or soft-dollar compensation, or offer proprietary products. Instead, we give you objective and unbiased advice and counsel specifically tailored to your unique financial needs and goals.

Low Costs - We only use no-load, low-cost investment vehicles. We focus on tax-efficient and risk-managed strategies designed to lower your overall costs and increase your net returns.

We Offer:

Professional Portfolio Management – Our team has extensive experience in a wide variety of investments, including stocks, corporate, government and municipal bonds, mutual funds and exchange-traded funds. We also offer our clients access to various alternative investments such as real estate limited partnerships, hedge funds, oil and gas royalty trusts, venture capital funds, option strategies, currency investments and specialized fixed-income partnerships.

Customized Estate and Tax Planning Strategies - Whether you want to know if you can afford to retire early, how much you need to save for your child’s education, or when you should exercise incentive stock options, we can give you the information you need to make the right decisions. We provide retirement advice, tax planning strategies, estate planning, wealth transfer strategies, trust administration, charitable-giving strategies, private foundation management, and business transfer and succession planning.

For further information about our Private Wealth Management services, please contact:

David A. Twibell, President – Private Wealth Management
Colorado Capital Bank

Mr. Twibell can be reached in the Denver Metro area at 303.814.5545, in Colorado Springs at 719.482.7015 or dtwibell@coloradocapitalbank.com.