Denver Private Wealth Management

Denver Private Wealth Management is a Wealth Management firm in Aurora, CO, located at 2000 S Colorado Blvd Suite 3700. The firm provides personalized financial planning, wealth management, and tax and estate strategies for individuals, families, and business owners. It operates under a fiduciary standard using a transparent, fee-based planning model that prioritizes clients' best interests. The team brings more than 100 years of combined experience in investment management, retirement planning, and tax strategy. Services include tailored investment strategies to protect and grow assets, holistic planning for retirement and college preparation, and forward-thinking tax and estate strategies to reduce burdens and plan for future generations. The firm emphasizes education, ensuring clients understand the reasoning behind every financial recommendation. Denver Private Wealth Management has been recognized as a Colorado Five Star Wealth Manager for 13 consecutive years.

The firm was founded in 2008 and has grown through long-term relationships rather than short-term gains. Its approach is grounded in transparency, tailored strategy, and ongoing education. The team includes Darin Snow, CIMA®, Managing Partner; Brian Rettig, CFA®, Partner and Director of Investments; Tim Kulick, CPA®, Senior Wealth Advisor; Drew Kelleher, CFP®, Senior Wealth Advisor; Logan Richard, CFP®, Wealth Advisor; Kristi Sullivan, CFP®, Financial Planner; Nena Acuña, Senior Operations Manager; Graham Ditus, Client Service Specialist; and Mark Levine, CFP®, CRPC®, Retired Partner. Credentials held by the team include the Certified Investment Management Analyst (CIMA), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Public Accountant (CPA), and Chartered Retirement Planning Counselor (CRPC). The firm serves a smaller number of clients by design to offer deep attention and responsiveness. Contact information includes the phone number (720) 354-3850 and the email address [email protected].

Denver Private Wealth Management holds a 5.00 rating based on customer reviews. The firm’s standing reflects its commitment to acting as a fiduciary and delivering outstanding client service. Its local insight and deep roots in the Denver community allow it to guide clients through every stage of their financial journey with confidence.

The firm’s dedication to personalized advice and long-term partnerships sets it apart in the Aurora area. By combining professional expertise with a clear, educational approach, Denver Private Wealth Management helps clients protect, grow, and preserve their wealth.

BizScoreAI awarded the firm a Discoverability score of 100 out of 100, ensuring AI crawlers can access every page so the business can be recommended. The Technical score of 89 out of 100 confirms the website is secure and indexable for search engines. BizScoreAI ranks the firm number 2 of 3 Wealth Management businesses scored in Aurora.