We are a true Wealth Manager specializing in helping High Net-Worth Business Owners, The Affluent and Celebrities with Estate Planning, Business Planning, Asset Protection, Retirement Planning and Investment Planning. Most of our clients have an Attorney, CPA, Insurance Professional and Investment Manager. Because they typically have NEVER had ALL of them in the SAME room at the SAME time, there are usually HUGE gaps! We act as quarterback to find these gaps and help fix them working along side their current Advisors if possible. Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080