Financial Advisor Greenwood Village CO
Objective, Fee-Only Financial Advice for Greenwood Village Residents
Greenwood Village sits at the heart of the Denver Tech Center, one of the most concentrated corridors of corporate headquarters, financial firms, and executive talent in Colorado. The residents here tend to have sophisticated financial lives.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
Turning decades of hard work into a retirement income strategy that actually holds up.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
Proactive tax strategy built into your wealth plan from the start, not added on later.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
Making sure your estate plan does what you actually intend it to do.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
Frequently Asked Questions
Where is HighPass Asset Management located relative to Greenwood Village?
Our office is at 4600 S. Syracuse Street, Suite 900 in Denver, a short drive from Greenwood Village through the Denver Tech Center. We also conduct advisory work remotely for clients who prefer it, and we serve clients throughout Colorado and nationally.
What does fee-only mean and why should it matter to me?
Fee-only means we are compensated exclusively by the fees our clients pay us. We do not receive commissions, referral fees, or any income tied to the financial products a client uses. This structure means our advice is not influenced by what we might earn from a recommendation. Fee-based advisors, by contrast, can earn both fees and commissions, which introduces potential conflicts into the advisory relationship.
How is a fiduciary different from a standard financial advisor?
A fiduciary is legally required to act in your best interest at all times and to disclose any conflicts of interest before they affect a recommendation. A standard advisor operating under a suitability standard is only required to recommend products that are broadly appropriate for a client’s situation, which is a considerably lower bar. Only around 10% of financial advisors work as full-time fiduciaries.
Can HighPass help with equity compensation and stock options?
Yes. Executives and professionals with equity compensation, restricted stock units, or non-qualified stock options face specific tax planning challenges that require coordinated advice across investments and taxes. Our in-house CPA works directly on these situations, helping clients manage vesting schedules, exercise timing, and the resulting tax exposure as part of their broader wealth strategy.
Does HighPass provide tax preparation services?
We provide tax planning as an integrated part of wealth management, and we coordinate directly with your CPA or tax preparer at filing time. Our in-house CPA can prepare returns for clients as part of our advisory relationship. Contact us to discuss your specific situation and what makes the most sense for your needs.
What credentials should I look for when hiring a financial advisor in Greenwood Village?
The CFA (Chartered Financial Analyst) is the most rigorous investment management credential available, requiring 900 or more hours of study across three levels of examination. The CPA indicates deep expertise in tax planning and compliance. Our team holds both designations. Together they cover the two disciplines that matter most for managing significant wealth effectively.
How do I know if I have enough assets to work with HighPass?
We focus on high-net-worth individuals and families. The best way to find out whether we are a good fit is to schedule a complimentary consultation. We will be straightforward with you about whether our firm is the right match for your situation.
What happens in the first meeting with HighPass?
The initial consultation is complimentary and carries no obligation. We spend the time understanding your current financial picture, your goals, and what you are looking for in an advisor. From there, we give you an honest view of how we would approach your situation and whether working together makes sense.
Does HighPass manage portfolios directly or use outside managers?
We manage client portfolios directly. We do not outsource investment decisions to third-party managers or use wrap programs that add additional layers of fees. Your portfolio is managed by our team, with decisions made based on your specific circumstances.
How do I get started?
Call us at (303) 357-4602 or schedule a consultation online. The first meeting is at no cost and no obligation. We will take the time to understand your situation and give you a clear sense of how we can help.