Our firm is focused on you, your goals, and your dreams. We are dedicated to helping you navigate the financial markets through creative solutions tailored to fit your needs. An experienced team of professionals who dedicate their wisdom and passion to you so we may bring your dreams to fruition. We take an active role managing your assets through truly unique Tactical strategies managed in-house, no third party manager fees!
Nothing compares with the joy of seeing a client achieve their goals and retire comfortably with all their financial needs met and knowing we helped them get there. Through our Transition Planning division, we offer assistance to both buyers and sellers involved in a business transition.
Nothing compares with the joy of seeing a client achieve their goals and retire comfortably with all their financial needs met and knowing we helped them get there. Through our Transition Planning division, we offer assistance to both buyers and sellers involved in a business transition.
Services
Since the Firm's humble beginning in 1992, Fox-Smith Wealth Management has grown to become one of the largest privately held Wealth Management firms in Colorado. Standing now as one of Denver's premier financial firms, we are often asked to provide Business Strategy services to other Advisors in our industry who want to learn the unique way that we manage client assets and run our financial practice.
At Fox-Smith Wealth Management, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. The members of our Advisor team are seasoned financial professionals with between 8 and 26 years experience in varying disciplines and specialties.
While our firm offers a comprehensive suite of financial products and services detailed below, our focus is on employing active management strategies to pursue various goals. In the late 1990's Mr. Fox-Smith developed his first Sector Rotation strategies and has been managing client assets with this approach for over 20 years.
Market Commentaries are original pieces written by Gus Fox-Smith as your primary portfolio manager. Gus releases a new Market Commentary each quarter. These publication will allow you to understand what Gus believes may occur in the coming months and, by extension, what we may be doing to address our outlook in your portfolio.
This content is derived from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
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