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.
Denver Financial Planning
Choosing a Denver wealth advisor isn’t always easy. You want a professional who is transparent, trustworthy, and experienced. A wealth advisor who is dedicated to learning about you, your financial goals, and your plans for the future. That’s what you get with TCI’s team of financial advisors.
TCI is an independent, fee-only wealth management firm in Denver. We work as a dedicated team with each client. When you begin a partnership with us, we focus on getting to know what you need first, whether it’s retirement planning strategy, investment advice, cash flow strategy, and more.
Because we’re a fee-only firm, you won’t have to worry that our financial advice is based on commissions or hidden fees. You’ll have full transparency on the costs associated with your plan.
We know that you have many options for Denver wealth management firms. When you work with TCI Advisors, you’ll feel confident that the customized financial plan we create with you will help you meet your financial needs and goals. Our transparency and commitment to customer service are what set us apart from our competitors.
Our Services
Services Overview
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.
Denver Wealth Management
Proper wealth management is crucial for Denver transplants and long-time residents. Our clients are dealing with complex equity formats and are looking for someone to expertly manage them. Fortunately, we have a successful record of dealing with extremely technical financial situations, such as varied stock options.
Denver and Front Range clients, from business owners to families, are often concerned about high and shifting tax structures. To educate and prepare them for managing their taxes, we put all of them directly in front of tax experts.
Who We Are
Team
Our dedicated wealth advisers have been working with residents in Denver and the Front Range since 2010. Birthed out of a desire to offer comprehensive service, and to ultimately benefit clients in the long term, our intention is to always do the right thing for the client.
TCI offers tailored estate planning guided by the client values, with immense flexibility. This planning style involves connecting clients with an estate planning attorney and helping plan for the short and long-term. We also offer tax planning strategies unique to the Denver and Front Range area, taking a highly-beneficial multi-year approach that ebbs and flows with the constant changes in the area.
We help our clients set the rules and guide them into creating a comfortable life.
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.
As a fee-only firm, TCI never receives funds or commissions from third parties. We are sticklers for fully integrating tax and investment strategies, so all your assets are looked at through one portfolio lens.
Structured tax planning is also a part of our wealth management strategy. CPAs often don’t have time to look at tax implications—they’re not motivated to be multi-year tax planners. TCI is. For us, it’s not just about minimizing taxes today, it’s about planning for years to come and saving along the way.
Our Service
Areas of Expertise
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.
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