At Denver Private Wealth Management, we take a comprehensive approach to your financial planning because, for us, it's not just about the numbers. We understand that each client who walks in our door brings a unique blend of values and objectives that should factor into their present and future financial plan.
That's why our team is dedicated to assisting each client - from the new to the experienced investor - with financial goals that fit their current and future lifestyle. Denver Private Wealth Management specializes in fee-based discretionary asset management for individuals and families.
That's why our team is dedicated to assisting each client - from the new to the experienced investor - with financial goals that fit their current and future lifestyle. Denver Private Wealth Management specializes in fee-based discretionary asset management for individuals and families.
Services
Each portfolio is customized based on the client's time horizon, cash flow needs, willingness to accept risk, and tax situation. The foundation of our portfolio construction is rooted in Modern Portfolio Theory, but incorporates up to twenty-four asset classes to better capture the full investable market.
Our team has developed their skill set through some of the industry's most stringent educational and training programs. Our staff has over 70 years of investment experience in investment management, research, portfolio modeling and financial planning. Our credentials reflect our philosophy: we look to maximize the client experience by attaining credentials that reflect the highest level of training possible within the financial industry.
Matthew Lengel is a Wealth Management Advisor at Denver Private Wealth Management. He has diligently spent time getting involved in the Denver community as he works to meet people and impact lives through helping them with their overall financial picture. Matthew aims to bring confidence and clarity to his clients through comprehensive wealth management strategies and disciplined investment management.
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