Fee-Only Fiduciary Financial Advisor in Denver, CO
High Pass Asset Management is a trusted fee-only financial advisor and fiduciary, proudly registered with the SEC and dedicated to serving clients in Denver, CO, and beyond. Our mission is to provide personalized, objective financial planning and investment advice tailored to your unique needs.
Now Accepting New Clients
Partner with a team of experts who prioritize your financial success.
Our Services
Fee-Only Financial & Retirement Planning in Denver, CO
Retirement Planning
Investment Strategies
Estate Planning
We simplify the complexities of estate management by helping you evaluate trusts, discuss trust distribution strategies, fund trusts, update beneficiaries, avoid probate, and reduce estate taxes.
Tax Planning
We are full-time fiduciaries.
At High Pass Asset Management, we pride ourselves on operating as full-time fiduciaries, putting your financial well-being above all else. As a dedicated fee-only financial advisor, our approach ensures that every recommendation we make is in your best interest—not influenced by commissions, sales targets, or third-party incentives.
Unlike “fee-based” dual registrant advisors, who may combine fiduciary services with commission-based product sales, we are solely focused on delivering objective and unbiased financial advice. This means you can trust that every decision we guide you through—whether it’s building an investment portfolio, planning for retirement, or optimizing your taxes—is designed to align with your unique financial goals.
Our commitment to being 100% fee-only gives our clients peace of mind. By eliminating conflicts of interest, we offer a transparent and ethical approach to financial planning and investment management. High Pass Asset Management is here to help you make informed decisions, confidently build your wealth, and secure a financially stable future.
Comprehensive Wealth Management built for you.
High Pass Asset Management provides comprehensive financial planning and investment management services tailored to your unique needs. HighPass has combined Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) expertise, which enables us to offer you expert guidance geared towards helping you achieve your financial goals. We personally invest and manage your portfolios, with the aim of ensuring consistent growth and minimized volatility over time.
Tax efficiency is a cornerstone of our approach. With CPA credentials on our team, we integrate tax planning directly into your portfolio management. By focusing on tax-efficient strategies, we help you maximize returns while reducing your overall tax burden, ensuring your wealth works harder for you.
With over 30 years of combined experience, our financial advisors are dedicated to delivering personalized solutions for wealth building, retirement planning, and investments.
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, as your trusted financial planners, we offer creative solutions tailored to your unique circumstances.