Denver - Wewatta Street
Proudly Serving Colorado
Denver - Wewatta Street
1601 Wewatta St
Suite 875
Denver, CO 80202
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Your Denver Team
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Mike Winterscheidt
CPA, PFS, CGMA
Wealth Advisor
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Joel Martin
CFP®, CKA®
Wealth Advisor
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Ryan Mitchell
CFP®
Wealth Advisor
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Aaron Grey
CFP®
Managing Director, Client & Advisor Experience
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Josh Chebul
CFP®
Wealth Advisor
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Devin McCombs
CFP®, CSLP®
Associate Wealth Advisor
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Tori Trosset
Associate Wealth Advisor
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AJ Cheang
CFP®
Associate Wealth Advisor
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Blake Christensen
CPA
Associate Wealth Advisor
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Brian Rodriguez
Associate Wealth Advisor
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Mike Orav
Client Relationship Specialist
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Tess Bosley
Client Relationship Specialist
Dig even deeper.
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Enjoy some of our latest resources
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March 17, 2025
Costly Wealth Transfer Mistakes to Avoid
Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your wishes. However, without proper planning, costly mistakes—sometimes irreversible—can occur.
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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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