Financial Advisor Centennial CO
Fee-Only, Fiduciary Financial Advice for Centennial Residents
At HighPass Asset Management, we serve Centennial residents who want a financial advisor with no conflicts of interest, deep investment expertise, and the in-house tax knowledge to manage their wealth as a single coordinated strategy.
If you are looking for a financial advisor in Centennial who will give you honest, objective guidance and treat your wealth with the discipline it deserves, we would be glad to start a conversation.
What We Do for Centennial Clients
Managing wealth well requires more than picking investments. Your portfolio strategy affects your taxes. Your tax decisions shape your retirement income. Your estate plan depends on how your assets are structured today. At HighPass, we bring all of it together into one coordinated advisory relationship.
Investment Management
Disciplined, value-oriented portfolios built for long-term growth.
We build custom investment portfolios grounded in value investing: buying quality assets at attractive prices, emphasizing dividend-paying investments for consistent income and inflation protection, and managing the tax impact of every decision with in-house CPA oversight.
Retirement Planning
A clear, stress-tested path to the retirement you have been working toward.
For many Centennial residents, retirement is either approaching or already here. Either way, the planning decisions you make in the years surrounding that transition have an outsized impact on the financial security that follows.
Tax Planning
In-house CPA expertise that most Centennial financial advisors cannot provide.
Tax planning and investment management are managed together at HighPass, not separately. Our in-house CPA integrates tax strategy into your portfolio from the outset, so the decisions we make throughout the year are guided by your full financial picture, not just your investment returns in isolation.
Estate Planning
Protecting what you have built and making sure it reaches the right people.
Estate planning documents on their own are not enough. A trust only works if it is properly funded. Beneficiary designations need to stay current as your life changes. Assets need to be titled correctly for your plan to function the way it was intended.
Why Centennial Residents Choose HighPass Asset Management
100% Fee-Only, No Exceptions
We are paid through client fees alone. We earn no commissions, sell no financial products, and have no incentives tied to what we recommend. Approximately 90% of financial advisors earn some form of commission income, which creates conflicts of interest that are difficult to detect from the outside. At HighPass, that conflict simply does not exist.
Full-Time Fiduciaries
We are legally obligated to act in your best interest at all times. That is the fiduciary standard, and it is the standard we hold to on every engagement, with every client. Many advisors in Colorado operate under a lower suitability standard. The two are meaningfully different, and the gap shows up most clearly when the advice involves complex or high-stakes decisions.
CFA and CPA Expertise on One Team
Our founder Ethan S. Braid, CFA, has spent over 33 years managing investment portfolios for high-net-worth clients. Our advisor Stelio Elenis holds both the CFA and CPA designations and brings more than a decade of tax experience serving high-net-worth individuals, trusts, and businesses. Having that level of combined expertise on a single coordinated team is genuinely rare among independent financial advisory firms.
Minutes from Centennial
Our office is located at 4600 S. Syracuse Street, Suite 900 in Denver, a short drive from Centennial along I-25 or the Tech Center corridor. We also conduct the majority of our advisory work remotely for clients who prefer it. Either way, you work directly with an experienced advisor who knows your situation and is accessible when you need them.
Personalized at Every Level
We keep our relationships close. You are not passed off to a junior associate or managed by a system. You work with a senior advisor who understands your complete financial picture and reaches out proactively when something warrants your attention.
Who We Work Best With
HighPass is a strong fit for high-net-worth individuals and families in Centennial who want disciplined, objective advice and a coordinated approach to managing their wealth. Our clients typically come to us in one of these situations:
- They are working with a commission-based advisor and want to understand whether the advice they are receiving is truly objective
- They have significant assets but no integrated plan that covers investments, taxes, and estate planning together
- They are a corporate professional, business owner, or executive with complex income, deferred compensation, or equity planning needs
- They are within ten years of retirement and need a clear, reliable income and withdrawal strategy
- They have recently sold a business, received an inheritance, or gone through a major financial transition
- They want a smaller, relationship-driven firm rather than a large institution where they are one of thousands of clients