Advice, powered by knowledge Wealth management that inspires confidence

The Caplan Group Michael Scott Caplan, Jessica K. Margetson, Jodi M. Fry

The Caplan Group


phone

303-820-5144



phone

888-510-0941



address

370 17th Street
Suite 4100
Denver, CO 80202



Backed by the powerful platforms and solutions of one of the world's leading wealth managers, we provide you with perspective that reaches across continents. You have access to resources and opportunities not only where you are, but globally as well. With diverse international businesses, the advice and recommendations we deliver will always reflect our understanding of how truly connected your investments are to the broader global economy.



Insights

Creating a lasting and positive impact

Creating a lasting and positive impact

Planning for the lifestyle you want

Planning for the lifestyle you want