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Showing 1 - 5 of 5 results
WESTERN WEALTH ADVISORS, LLC
WESTERN WEALTH ADVISORS, LLC
Lakewood, Colorado
25-49 employees
Western Wealth Advisors LLC is a financial services company based out of Golden, Colorado, United States.
Retirement Benefits Rank
Below Market
MACRO INTELLIGENCE 2 PARTNERS, LLC
MACRO INTELLIGENCE 2 PARTNERS, LLC
Vail, Colorado
1-24 employees
What we do: Macro Intelligence 2 Partners is a global independent macroeconomic research firm. We generate research that guides you through market fundamentals; helping you anticipate resulting movements and execute timely trades. We look at how economies move by analysing the macroeconomic variables that drive asset prices. Our goal is to help clients exploit trading opportunities inherent in macroeconomic and policy-related developments. We are not there to manage portfolios. Our research empowers clients to take more intelligent risks and understand where to spot opportunities. How we do this: - Focus on actionable information - Combine quantitative and qualitative methods to monitor markets across the globe - Anchor our views with predictive models, creating the basis for a repetitive process - Produce time-sensitive and impartial research focused on successfully navigating markets - Publish research when opportunities are identified - Continuously refine our views so the client can prosper Who we are: We are independent. Our research is unconstrained by trading positions, liquidity needs, political bias or influence. We are passionate about taking a ‘top down view of the world’. Exploring correlations in the economy and financial markets. Our unique tangential thought process and strong calls have garnered a global reputation. Our research team is led by co-founder and global macro strategist Julian Brigden. With over 25 years of financial experience, Julian brings diverse talents to the research process, including an unrivalled understanding of global markets and politics. We provide macroeconomic insights to some of the world’s largest investment banks & wealth managers, as well as family offices. Since 2017, we have focused on making our institutional quality research more accessible. In partnership with Raoul Pal and the team at Real Visions we launched Macro Insiders, a macroeconomic research product for retail investors.
Retirement Benefits Rank
Market Leading
DOUBLEDIAMOND FINANCIAL SERVICES
DOUBLEDIAMOND FINANCIAL SERVICES
Aspen, Colorado
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Below Market
TRAILWISE FINANCIAL PARTNERS, LLC
TRAILWISE FINANCIAL PARTNERS, LLC
Golden, Colorado
1-24 employees
Your future is yours to create. We are passionate about helping you to find your own unique path that is as much about the journey as it is about the destination. The first step of any journey is to decide where you want to go and what you want to see along the way. We help you to map out your financial path, tailored to the life you want to live. Then we help you stay on course toward your destination. We Dive Deep Into: Cash Flow Management Business Planning College Funding Strategies Retirement Planning Investment Analysis Tax Planning Risk Management Estate Planning Our Core Values include: Transparency Customization Fiduciary Accountability Balance Responsibility Our Cost Structure is what people are talking about. We believe the all-inclusive asset management fee can create disparity to services needed in various stages of life. We've tailored our costs to reflect the current life stage and the advice needed.
Retirement Benefits Rank
Top Benefits
OMADA WEALTH MANAGEMENT
OMADA WEALTH MANAGEMENT
Lakewood, Colorado
1-24 employees
Our approach to wealth management helps clients live their best lives because we know a sound plan acknowledges wealth beyond a balance sheet. Our multigenerational team design means we can keep our promise to clients for their lifetime and their heirs' lifetime. Our firm specializes in wealth management, business planning, and risk management for public and private company executives, professional athletes, entrepreneurs, pre-retirees, and retirees.
Retirement Benefits Rank
Market Competitive