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.
Lauren Williams, CFP®
My clients always come first. I will work relentlessly hard for them. I am an advocate and am here to help clients accomplish their goals, providing them with flexibility, freedom and financial expertise to add value to their life and help exceed their every goal.
I enjoy the financial planning process helping clients achieve their dreams and have always wanted to help people. This is the perfect blend of both. The best part of the job is the peace of mind clients’ feel when we are working together to address financial questions and helping keep them focused on the things that matter.
I was introduced to the idea of being an Advisor and client advocate by my Dad, who is also in the financial services industry. After getting my Bachelor of Arts in Psychology from Miami University, I decided to get my Master’s in Business Administration from Xavier University. From then on, I was focused on being a wealth advisor and joined TCI almost three years ago to pursue this passion.
My background in psychology and my family’s experience in this industry combined with my own training and financial expertise gives me a unique perspective working with clients. Marrying these disciplines makes me a much better financial planner. It helps me understand financial frustrations, to listen to concerns and answer questions, to appreciate my clients’ needs and to be their advocate in all aspects of financial investment.
I also care deeply about, and try to stay actively involved in, a variety of social and charitable causes such as animal warfare, social justice and environmental issues. For me, happiness is a mindset and I think it’s important to always be a human “doing”, rather than just a human being. Whether it’s professional relationships or personal achievements, I try to approach every new challenge positively and proactively, and to never become stagnant.
TCI encourages me to pursue the things I’m most passionate about and they provide the resources, training and expertise to ensure I can guide my clients to also live their financial lives in harmony with what they value most. Our firm cares about each client and every employee because we know that it’s the relationships we have that impact our life, not the things.
Working together with clients to help navigate life’s financial complexities is truly exciting. And educating people on how to make mindful decisions to pursue their definition of success is what drives me.
Combining my diverse background, my love of learning, my passion for social causes, and my desire to try new things is what I love best about being a financial planner with TCI. But building strong, successful relationships and providing sound advice – with the client at the core of every interaction – is what makes this job so special.
Accreditations, Awards & Accolades
CFP – Certified Financial Planner™
Master’s in Business Administration from Xavier University and Bachelor of Arts in Psychology from Miami University
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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