Proudly Serving Colorado

Denver

Buckingham Strategic Wealth’s Denver team builds relationships by learning about our clients, their families, their goals and their financial lives, so we can create a custom, comprehensive wealth management plan. We provide objective advice based on an individuals specific financial situation to help them make informed decisions and keep them on track to meet their goals.

The Denver office joined Buckingham in 2016 through its acquisition of two firms: Denver Money Manager and WIN Wealth Management, both trusted advisors to individuals and families in the Rocky Mountain Region for decades. Today, we tap into Buckingham’s extensive resources, investment research and educational tools to design specialized financial plans while maintaining personalized service for every client we serve.

Our Services
  • Wealth Management
  • Portfolio Design
  • Retirement Planning
  • Tax-Efficient Strategies
  • Fixed Income Portfolio Construction
  • Social Security Optimization Strategies
  • College Savings Plans
  • Wealth Transfer
  • Multigenerational Coordination
  • Insurance Policy Evaluation
  • Charitable Gifts Planning
  • Cash Flow and Budget Review
  • Coordination with Other Consultants (CPA, Attorney)
  • Business and Succession Planning
  • Educational Resources and Events
Talk to a Denver Advisor
Josh Lozow
Wealth
Advisor
Josh Lozow
Mike Winterscheidt, CPA, PFS, CGMA<sup>®</sup>
Wealth
Advisor
Mike Winterscheidt, CPA, PFS, CGMA®
Aaron Grey, CFP<sup>®</sup>
Director
of
Planning
Integration
Aaron Grey, CFP®
Joel Martin, CFP<sup>®</sup>
Wealth
Advisor
Joel Martin, CFP®
Ally Ecklund, CFP<sup>®</sup>, CPA
Associate
Wealth
Advisor
Ally Ecklund, CFP®, CPA
Ryan Mitchell, CFP<sup>®</sup>
Associate
Wealth
Advisor
Ryan Mitchell, CFP®
Alisha Leslie
Client
Relationship
Specialist
Alisha Leslie
Mike Orav
Client
Relationship
Specialist
Mike Orav
Leslie A. Leslie
Support
Specialist
Leslie A. Leslie
Robert Grey
Client
Development
Robert Grey
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Your Denver Team

As fiduciaries, we are committed to doing what’s in the best interest of our clients. That means no selling, no commissions, just solid, long-term financial advice.

Our team collaborates with Buckingham’s deep bench of multidisciplinary specialists, who provide in-depth industry knowledge, to ensure we’ve addressed all aspects of your financial situation. Working with us helps you achieve peace of mind about your financial life – now and in the future.

Denver

1601 Wewatta Street
Suite 875
Denver, CO 80202
303.675.6767
info@bamadvisor.com
Get directions on Google Maps
Download directions (PDF file)

We’re easy to find.

Insights

Buckingham prides itself on producing a wealth of non-biased financial information on a regular basis. See these articles from our blog and from our thought leaders around the nation.