Financial Advisor Greenwood Village CO
Objective, Fee-Only Financial Advice for Greenwood Village Residents
HighPass Asset Management is a fee-only, fiduciary wealth management firm registered with the SEC, with an office located just minutes from Greenwood Village. We serve high-net-worth individuals and families who want financial advice with no commissions, no product sales, and no hidden agendas.
If you are looking for a financial advisor in Greenwood Village who operates with full transparency and puts your interests above everything else, we are ready to help.
Financial Services We Provide to Greenwood Village Clients
Wealth at this level does not manage itself, and it cannot be managed well in pieces. The way your portfolio is structured affects your tax bill. The way your taxes are managed shapes what your retirement looks like. The way your estate is organized determines what your family actually receives. At HighPass, we address all of it together.
Investment Management
A value-driven approach that prioritizes long-term results over short-term noise.
Every portfolio we manage is custom-built around the individual client. We apply a disciplined value investing framework, seeking quality assets at attractive prices with a strong focus on dividend income, tax efficiency, and measured risk management. We do not make investment decisions based on market predictions or trending narratives. We rely on fundamentals.
Retirement Planning
Greenwood Village clients often arrive with significant accumulated wealth and a retirement that is either on the near horizon or already underway. In either case, the quality of the planning now determines the financial options available later.
Tax Planning
The majority of financial advisors are not equipped to provide tax advice. At HighPass, tax planning is a core part of what we do. Our in-house CPA works directly alongside your investment management strategy, making sure every decision we make accounts for its tax consequences across your full financial picture.
Estate Planning
Having estate planning documents in place is a starting point, not a finish line. A trust that has not been funded offers no probate protection. Beneficiary designations that have not been updated in years may no longer reflect your wishes. Assets titled incorrectly can undo the planning your attorney worked hard to structure.
Why Greenwood Village Residents Work With HighPass Asset Management
Compensation That Creates No Conflicts
We are paid through a transparent advisory fee and nothing more. No commissions, no referral payments, no revenue from financial products. Close to 90% of financial advisors in the US earn some form of commission income, which means their recommendations are influenced, at least in part, by what they are paid to sell. At HighPass, that dynamic does not exist. Our only financial interest is in the quality of the advice we give you.
Fiduciary Accountability on Every Engagement
Fiduciary status means we are legally required to place your interests ahead of our own at all times, disclose any potential conflicts, and make recommendations based solely on what is right for you. It is a meaningful legal and ethical standard, and one that a significant majority of financial advisors in Colorado are not held to on a consistent basis. We hold to it with every client, every time.
The CFA and CPA Combination
The CFA designation held by our founder Ethan S. Braid represents the gold standard in investment management credentialing, earned through 900-plus hours of study across three examination levels. Stelio Elenis brings both the CFA and CPA to the team alongside deep experience in tax planning for high-net-worth individuals, trusts, and complex business structures.
A Short Drive from Greenwood Village
Our office at 4600 S. Syracuse Street, Suite 900 in Denver is a few minutes from Greenwood Village via the Tech Center corridor. Clients who prefer to meet in person will find the commute straightforward. We also work with clients entirely remotely, depending on preference. Either way, your primary contact is a senior advisor who knows your situation well and is reachable when something needs attention.
A Firm Built for Depth, Not Volume
We deliberately keep our practice small enough to serve each client with genuine care and attention. You will not be handed off to support staff for routine questions or find yourself waiting weeks for a call back. When your circumstances change or the markets create a planning opportunity, we are in contact.
Who We Work Best With in Greenwood Village
Our clients are typically high-net-worth individuals and families who have reached a point where the complexity of their financial situation has outgrown what a generalist or commission-based advisor can handle well. We tend to be a strong fit for people in these situations:
- Corporate executives or professionals managing equity compensation, stock options, or restricted stock units
- Business owners planning for a sale, succession, or transition into retirement
- Individuals or families with significant investment assets and no coordinated tax strategy in place
- Anyone approaching retirement who wants a stress-tested income plan rather than a generic allocation model
- Clients who have recently come into a significant sum through an inheritance, business exit, or property sale
- People who want a direct, experienced advisory relationship rather than a large firm where they feel like an account number