Obermeyer Wood Investment Cnsel

At Obermeyer Wood Investment Counsel, we are an independent registered investment advisor and financial planning firm committed to helping individuals, families, and nonprofits across the country achieve their financial goals. Since our establishment in 1982, our cohesive team has been dedicated to serving the unique needs of our clients from our two office locations in Denver and Aspen, Colorado.

At present, we have over $2 billion in assets under management, representing more than 40 states in the U.S. Our team comprises 25 experienced professionals, including 6 Chartered Financial Analyst (CFA) professionals and 2 Certified Financial Planning (CFP) professionals. Our firm's longevity, coupled with our highly skilled and knowledgeable team, has earned us recognition in prestigious industry rankings such as Forbes and Barron's.

Our Services

We offer a broad range of financial services that cater to our clients' varying needs and goals. Our investment management and financial planning services include:

• Wealth Management: We assist our clients in managing and growing their wealth, ensuring they are on track to achieve their long-term financial goals. We help our clients by providing guidance on managing various aspects of their financial lives, including investments, retirement planning, tax planning, social security strategy, risk management, and more.

• Financial Planning: We offer customized financial planning services that address the unique needs and objectives of each client. By understanding their goals and aspirations, we can help create a financial plan that guides them toward financial peace of mind.

• Investment Management: Our investment management services are based on a long-term, disciplined approach to growing and protecting our clients' wealth. We focus on constructing well-diversified portfolios tailored to each client's goals, risk tolerance, and time horizon. We conduct thorough research and continuously monitor global financial markets to identify risks and opportunities.

• Retirement Planning: Our retirement planning services are designed to help our clients prepare and plan for their post-working years. We assist them in estimating their retirement income needs, optimizing pension and social security decisions, managing taxes, and creating a sustainable and secure income stream throughout retirement.

• Tax Planning: We collaborate with our clients' tax professionals to develop strategies that aim to minimize taxes, enhance after-tax returns, and preserve wealth. Our tax-aware approach considers various factors, including investment gains, losses, deductions, and credits.

• Risk Management: We help our clients manage risks that may hinder their financial progress. We aim to identify and assess potential risks, and create strategies to mitigate and manage these risks effectively. Additionally, we offer insurance planning services, collaborating with insurance professionals to provide our clients with appropriate and cost-effective policies.

• Estate Planning: Our estate planning services focus on helping our clients protect and manage their wealth for future generations. We coordinate with estate planning attorneys to create estate plans, trusts, and wills that align with our clients' wishes. We also provide guidance on wealth transfer, philanthropy, and charitable giving.

• Business Succession Planning: We help business owners create a comprehensive business succession plan that addresses business continuity, transfer of ownership, and tax implications. We collaborate with our clients' legal and tax advisors to develop a comprehensive strategy tailored to their unique situation.

At Obermeyer Wood Investment Counsel, our process is disciplined, independent, and thorough. We are committed to offering objective and unbiased financial advice, rooted in extensive research and regular communication with our clients.