CO · Greenwood Village

Fiduciary advisors in Greenwood Village, CO

2 advisors with offices in Greenwood Village. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Greenwood Village

Centerpiece Wealth Advisors

Greenwood Village, Colorado

Centerpiece Wealth Advisors is a fee-only, fiduciary firm founded in 2018 and based in the Denver Tech Center, serving clients across Colorado with a minimum of $1 million in investable assets. Led by Jason Baer (CFP, CWS) and Aaron Leatherwood (CPA, CFP, CWS, PFS), the firm integrates financial planning, investment management, tax planning, and estate planning into a coordinated approach. The firm does not sell products or earn commissions, instead structuring advice around client goals, risk tolerance, and estate coordination needs.

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Salt Creek Wealth Management

★5.0(5)

Greenwood Village, Colorado

Investment Management Wealth Management

Salt Creek Wealth Management is an investment advisory firm in Greenwood Village, Colorado. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

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Financial advisors in Greenwood Village, Colorado

Advisors serving Greenwood Village specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Colorado's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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