Fee-Only Fiduciary Financial Advisor
A fee-only investment adviser and fiduciary in Denver, CO registered with the SEC.
We are currently taking on new clients!
Fee-Only Financial & Retirement Planning in Denver, CO
Planning
Securing your retirement and wealth transfer goals is our priority when helping plan your future. We are creative, enthusiastic and leave no stone unturned.
Investments
Our value-oriented approach is focused on investments that we believe will make you money over the appropriate time horizon.
Estate
We help you evaluate trusts, discuss trust distribution strategies, fund trusts, update beneficiaries, avoid probate and reduce estate taxes.
Taxes
We provide tax planning, tax advice, estimated payments, tax-efficient portfolios and philanthropic strategies.
We are full-time fiduciaries.
As a “fee-only” adviser, HighPass operates as a fiduciary 100% of the time. Unlike “fee-based” dual registrant advisers, we do not sell products or receive commissions. Our clients appreciate the objective, unbiased advice we provide.
Comprehensive Wealth Management built for you.
HighPass has Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) expertise that we believe gives our clients an advantage. We personally invest our clients’ portfolios, with the aim of ensuring consistent growth and minimized volatility over time. Our Certified Public Accountant (CPA) credentials allow us to manage portfolios in a highly tax-efficient manner.
Years of combined team experience
Money Management Doesn’t Have to Be Scary
Whether it’s retirement planning, investment strategies, tax optimization, or estate planning, we offer creative solutions tailored to your unique circumstances.