|
Reaching your financial goals is serious business to you – and to us. That’s why we’ve established an experienced Wealth Management team to work with you each step of the way.
At Colorado Capital Bank, we’re committed to your success. We want to be a trusted adviser for you in all facets of your financial life – from helping you manage your investments to working with you to develop a strategy for transferring your business or personal assets. Our job is to make sure you can achieve your dreams.
Our Wealth Management Team – Helping You Reach Your Goals
We specialize in helping successful business owners, individuals, and families protect and grow their hard-earned wealth. Since we focus on a select group of clients, we’re able to devote the time necessary to understand their unique needs and goals, and tailor innovative solutions to meet them.
Whether you need professional investment management, estate planning, advice on transferring or selling your business, or someone to work with you in setting up a plan for your retirement, we can help. We’ll also 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.
How We’re Different
There are thousands of financial services firms out there, all of whom claim to have the right solutions for your financial needs. The obvious question is why choose us?
Here are just a few of the reasons:
- Unmatched Expertise — Our wealth management team is composed of nationally-recognized experts on investment management and financial planning. Members of our team have been quoted in The Wall Street Journal and Journal of Financial Planning, written articles on complex financial topics for national publications like Financial Planning, Accounting Today, and Financial Advisor, and counseled clients on a diverse range of topics from education planning to hedge funds and alternative investments.
- Objectivity — Unlike many of our competitors, we don’t charge commissions, accept incentive or soft-dollar compensation, or offer proprietary products. Instead, we give you objective and unbiased investment advice and counsel specifically tailored to your unique financial needs and goals.
- Lower overall investment costs — We only use no-load, low cost investment vehicles. We also focus on tax-efficient and risk-managed investment strategies designed to lower your overall investment costs and increase your net returns.
- Outstanding personalized service — Our clients expect top-flight service and personalized attention, and we’re committed to making sure you get it. While other financial firms often treat their clients like interchangeable parts, we believe each client is unique and deserves to be treated that way.
Professional Portfolio Management
We specialize in offering our clients customized portfolio strategies that reflect their individual financial goals and risk tolerances. We have 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 to help them further diversify their investment portfolios. These include: real estate limited partnerships, hedge funds, oil and gas royalty trusts, venture capital funds, options, and specialized fixed-income partnerships.
Financial Planning Strategies
The secret to reaching any worthwhile goal is good planning. We can help you through the process of identifying your financial goals and developing a plan to reach them. 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.
Retirement Advice
The rules concerning tax-advantaged investments like Individual Retirement Accounts (IRA) and 401(k) plans can be extremely complex. We work closely with our clients to help them navigate these regulations and make appropriate decisions about their 401(k) rollovers, retirement distributions, and other retirement planning issues.
We also offer a variety of retirement planning vehicles including both traditional and Roth Individual Retirement Accounts (IRA), Individual 401(k) plans, SEP-IRA, and other tax-advantaged investment plans.
Tax Planning
We offer our clients a variety of tax strategies designed to minimize their overall investment costs and maximize their net returns. We also work with a team of outside tax professionals to make sure our clients receive the best possible business and personal tax counsel available.
Other Services
We also offer our clients access to a wide variety of other financial services, including estate planning, wealth transfer strategies, trust administration, charitable giving strategies, private foundation management, and business transfer and succession planning.
Our Fee Structure
Our portfolio management fees are based solely on the amount of assets we manage for you. We don’t accept commissions, incentive fees, or soft dollar compensation, and we never will. As a result, our compensation is directly tied to the performance of your overall investment portfolio, rather than how much of a particular product we can sell you.
Our wealth management approach begins with one simple step…listening to you. Our goal is to earn your trust by exceeding your expectations and helping you achieve your long-term financial goals.
For further information about our wealth management services, please contact:
David A. Twibell
President - Wealth Management
Colorado Capital Bank
Mr. Twibell can be reached in the Denver Metro area at 303.814.5545 or in Colorado Springs at 719.482.7015.
Investments are not insured by FDIC or any other financial institution, are not deposits or obligations of Colorado Capital Bank, are not guaranteed by Colorado Capital Bank or any Federal Government Agency, may lose value and are subject to risks, including the possible loss of principal.
|
