Experience Makes all the difference
Understanding your life, wealth and what you want to accomplish is important to how we work together. We start with questions and a conversation. Then we can help you organize your life into three key strategies: Liquidity--to help provide cash flow for short-term expenses, Longevity -- for longer-term needs and Legacy -- for needs that go beyond your own. We seek to help you stay focused on your goals, no matter what the markets are doing.
Our highly qualified team distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.
Employing a comprehensive, yet focused approach to your financial situation, we earn your trust through a passion for listening to you to help you articulate your goals and dreams into a tangible plan.
Elaine Gampel has been named as a top ranked Wealth Manager:
Forbes Top Women Wealth Advisor 2020
Forbes Best-in-State Wealth Advisor 2020, Colorado
Forbes Best-in-State Wealth Advisor 2019, Colorado
Forbes Best-in-State Wealth Advisor 2018, Colorado
Elaine Gampel, CIMA®
Senior Vice President - Wealth Management
Certified Investment Management Analyst (CIMA®)
Senior Managed Accounts Consultant (SMAC)
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303-820-5093
Patricia "Tricia" Miller, CFP®,CPWA®,CDFA®
Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Wealth Advisor
Certified Divorce Financial Analyst (CDFA®)
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303-820-5092