Denver - Wewatta Street
Proudly Serving Colorado
Denver - Wewatta Street
1601 Wewatta St
Suite 875
Denver, CO 80202
Your Denver Team
Mike Winterscheidt
CPA, PFS, CGMA
Wealth Advisor
Joel Martin
CFP®, CKA®
Wealth Advisor
Ryan Mitchell
CFP®
Wealth Advisor
Aaron Grey
CFP®
Managing Director, Client & Advisor Experience
Josh Chebul
CFP®
Wealth Advisor
Devin McCombs
CFP®, CSLP®
Associate Wealth Advisor
Tori Trosset
Associate Wealth Advisor
AJ Cheang
CFP®
Associate Wealth Advisor
Blake Christensen
CPA
Associate Wealth Advisor
Brian Rodriguez
Associate Wealth Advisor
Mike Orav
Client Relationship Specialist
Tess Bosley
Client Relationship Specialist
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Enjoy some of our latest resources
March 06, 2025
Monthly Investment Commentary: March 2025
The Atlanta Fed’s forecast for first-quarter GDP plunged from a 2.3% increase to a 2.8% contraction after a sharp 26% jump in the trade deficit. While recent economic data warrants closer scrutiny, we see balanced risks and advise staying near long-term targets. Despite federal cost-cutting concerns, private sector growth could help stave off a recession.
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March 03, 2025
How to Navigate Rising Homeowners Insurance Costs
With rates up 37.8% since 2019, rising home insurance costs can be challenging. The good news is homeowners have opportunities to manage them. Explore how your wealth advisor can help navigate insurance policy changes and protect your overall financial well-being.
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February 17, 2025
Tax Season is Here: Are Your Withholdings on Track?
As you prepare to file your taxes, we believe understanding the rules and requirements for accurate calculations is essential. In this article, Associate Wealth Advisor Devin McCombs shares tax planning strategies for managing your withholdings.
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