Denver Wealth Management, Inc.

Denver Wealth Management, Inc. is a wealth management firm in Sherrelwood, CO, located at 4582 S Ulster St #1300. The firm provides investment portfolio management, strategic wealth planning, insurance services, and comprehensive financial planning to individuals in the Denver area and across 48 states. It holds a 4.80 rating based on customer reviews. Co-founders Blair Braden, CFP®, and Zachary Bouck, CIMA®, opened the independent registered investment advisor in 2012. The firm operates as a hybrid RIA, offering advisory services through Denver Wealth Management, Inc. and broker dealer services through LPL Financial. This structure allows the firm to service annuity contracts and private placement investments while managing money for advisory clients in a fiduciary capacity. The team utilizes the Summit Investment Process, a proprietary four-step method that includes planning, identifying, examining, and implementing. This process focuses on asset allocation and determines how assets should be invested. Most work is fee-based, with compensation structured as a percentage of total invested assets on a tiered schedule. As Investment Advisor Representatives, the firm has a fiduciary responsibility to place client interests above its own. Advisors have the freedom to recommend products from a variety of insurance carriers and companies rather than being restricted to proprietary products. Comprehensive financial planning includes goal setting, cash-flow analysis, insurance planning, short-term savings goals, investment analysis, retirement plan forecasting, Monte Carlo analysis, and estate plan reviews. Financial plans are updated annually. The advisors work to assist clients with debt management, college savings, and retirement strategies. Clients can manage their accounts via a personal portal for transfers, account openings, and portfolio updates. Denver Wealth Management, Inc. maintains a strong reputation, reflected in its 4.80 rating from customers who have reviewed its services. The firm’s fiduciary commitment and educational approach help clients in Sherrelwood and beyond manage their wealth with confidence.

BizScoreAI awards Denver Wealth Management, Inc. a perfect 100 out of 100 for Schema & Structure score, ensuring AI assistants and search engines clearly understand the business and its offerings. The firm also achieves a strong 83 out of 100 for Technical score, which confirms the website is secure and indexable so search engines can read it without errors.