Our Denver office is located in the heart of downtown, a few blocks from Union Station. Our team specializes in creating comprehensive financial planning strategies for individuals with complex needs.
Our Services
Services Overview
Our Denver office is located in Larimer Square, the Mile High City’s oldest and most historic block. Stop by our office, give us a call, or send us a secure message online to talk about our wealth management services.
We offer the following wealth management services in Denver and other locations, including Flagstaff, Tucson, Reno/Tahoe, and Scottsdale.
To grow your wealth and create the life that you want, you need a trusted financial advisor who understands your lifestyle, future goals, financial habits, and vision for success. Without that connection and understanding, your financial strategy will fall short of its potential.
That’s why every partnership with a Denver wealth advisor begins with a comprehensive discovery phase. During this phase, your advisor will get to know all about you before crafting a custom financial plan to meet your goals. Whether you come to TCI for retirement planning, investment strategy, or financial education, you can expect advisory services offered with transparency, warmth, and clarity.
Who We Are
Team
Guy Holman, CFP®
Guy Holman, CFP®, an advisor at TCI Wealth Advisors (“TCI”), has been providing financial/investment advice since moving from the audit department to the tax department at Touche Ross and obtaining his CFP® designation in 1988. A CPA since 1985, Guy has integrated tax management principles while managing client portfolios and creating comprehensive financial solutions. He specializes in advice around Incentive Stock Options as well as non-qualified stock options and deferred compensation plans.
Guy is a member of the Foundation Board and Investment Committee for Excelsior Youth Center, a national youth center organization. In addition to raising his young daughter, Guy enjoys hiking, golf, biking, skiing, playing volleyball and healthy cooking.
With multiple locations in Arizona, Nevada, and Colorado, our team has the expertise and experience to help you meet your financial goals. With over 30 years of experience and passion for superior client service, you can be sure you’ve chosen the best wealth management firm in Denver.
In 2020, Gallup recognized TCI Wealth Advisors as a 2020 Exceptional Workplace Award winner, the only Registered Investment Advisor (RIA) on the West Coast to be included. We’re proud to have been recognized as a leader in our industry and honored to receive the following other awards:
If you are searching for Denver wealth advisors who put client interests first, who communicate with honesty and warmth, and who are dedicated to providing independent investment and financial planning advice, choose TCI.
Whether you come to TCI for investment strategy, tax planning, cash flow strategy, or financial education, you can expect exceptional advisory services offered with kindness and understanding.
In addition to Denver, we’re also proud to serve Scottsdale, Tucson, Reno/Tahoe, and Flagstaff. If you have questions for our firm or you’d like to see if we’re a good fit for each other, fill out the form below. We’d love to hear from you.
You (the “Client”) are leaving the TCI Wealth Advisors (TCI) website and going to TCI’s Client Portal, which is a separate site hosted by Tamarac, Inc. (the “Portal Host”). The Portal Host designed and maintains this site, which posts information provided by TCI and other third parties (the “Content”). The Portal Host is responsible for the maintenance and security of the Content. Client understands that the Portal Host has made its best effort to ensure that its service is uninterrupted, error free and completely secure, but neither TCI nor the Portal Host warrant same. Your use of the Content is provided for your convenience, is being accessed at your own risk, and is being made available to you on an “AS IS” and “AS AVAILABLE” basis. The Content is believed to be reliable but we do not guarantee the completeness, timeliness, sequence, accuracy, or adequacy of the Content, and do not represent or warrant results to be obtained from its use or that the Content contains sufficient information by itself to be the basis for sound investment decisions. To the full extent permitted under applicable law, TCI expressly disclaims all warranties of any kind, whether expressed or implied INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, ACCURACY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. No endorsement of third party products, services or information is expressed or implied by any Content. Under no circumstances should any of the Content be construed as an offer to sell or solicitation of an offer to buy a particular security. Consumers are encouraged to read the privacy policies of websites reached through the use of links from the TCI website and the Client Portal.
This site uses cookies to provide you with an optimized experience, for content improvement, and for statistics. By continuing the use of this site, you consent to the usage of our cookies.
