Our Firm

Total Client Satisfaction

Lee and Jeremy are committed to your success. As financial advisors, their first priority is looking after your interests. They also bring an added element of personal attention and genuine care to your planning - one family to another.

They provide routine review and management of your portfolio, seizing opportunities and avoiding pitfalls. They and their staff maintain regular contact through meetings and social events, paying special attention to you. They build a relationship you can rely on - for today and for the future.
From investment to business succession and estate planning, Lee and Jeremy bring all the elements together. They focus on helping preserve your wealth and maximize the power of your investments, so you can concentrate on your business, not financial worries.

Creekside Office Park at DTC
8000 E. Prentice Avenue, Suite C6
Greenwood Village, CO 80111

Take I-25 to the East Belleview exit.  Proceed East to South Ulster Street. Turn right on South Ulster, heading South.  Follow the fork to the left, where Ulster becomes East Prentice Avenue.  Immediately, the Creekside OfficePark is on the right-hand side.  Turn right into the East parking lot.  After Building A, and before the apartments.  Follow the driveway to the lot in the rear of the OfficePark, where our Building C, is located.  Our front door, C6, faces the apartments.

Click here for a map and directions to our office.