CLIENT PORTAL

DEDICATED TO YOUR FUTURE AN INVESTMENT STRATEGY TAILORED TO YOUR GOALS DEDICATED TO
YOUR FUTURE AN INVESTMENT STRATEGY
TAILORED TO YOUR GOALS 100% TRANSPARENCY HONEST, OBJECTIVE PERSPECTIVE WITHOUT CONFLICTS OF INTERESTS 100%
TRANSPARENCY HONEST, OBJECTIVE PERSPECTIVE
WITHOUT CONFLICTS OF INTERESTS COLLABORATIVE SOLUTIONS THOUGHTFUL, UNBIASED GUIDANCE EVERY STEP OF THE WAY COLLABORATIVE
SOLUTIONS THOUGHTFUL, UNBIASED GUIDANCE
EVERY STEP OF THE WAY

DEDICATED TO YOUR FUTURE AN INVESTMENT STRATEGY TAILORED TO YOUR GOALS DEDICATED TO
YOUR FUTURE AN INVESTMENT STRATEGY
TAILORED TO YOUR GOALS 100% TRANSPARENCY HONEST, OBJECTIVE PERSPECTIVE WITHOUT CONFLICTS OF INTERESTS 100%
TRANSPARENCY HONEST, OBJECTIVE PERSPECTIVE
WITHOUT CONFLICTS OF INTERESTS COLLABORATIVE SOLUTIONS THOUGHTFUL, UNBIASED GUIDANCE EVERY STEP OF THE WAY COLLABORATIVE
SOLUTIONS THOUGHTFUL, UNBIASED GUIDANCE
EVERY STEP OF THE WAY

How We're Different

Wakefield Wealth Management is a Colorado-based Registered Invest-
ment Adviser (RIA) providing clients with $2 million+ in investable
assets a fully-integrated process to grow, enhance and preserve their
wealth. We adhere to a fiduciary standard. We always put
your interests first. We are 100% transparent in everything
we do. There are never any hidden fees.

We don’t earn commissions or a higher fee by recom-
mending certain investments over others. We strive to be
objective and remove our emotions from the decision-
making process. We value long-term, collaborative relationships
that provide the best solutions for you.

Learn More

How We're Different

Wakefield Wealth Management is a Colorado-based Registered Invest-
ment Adviser (RIA) providing clients with $2 million+ in investable
assets a fully-integrated process to grow, enhance and preserve their
wealth. We adhere to a fiduciary standard. We always put
your interests first. We are 100% transparent in everything
we do. There are never any hidden fees.

We don’t earn commissions or a higher fee by recom-
mending certain investments over others. We strive to be
objective and remove our emotions from the decision-
making process. We value long-term, collaborative relationships
that provide the best solutions for you.

Learn More
May 2024

Todd Gervasini's market commentary on BNN Bloomberg

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April 2024

Market Updates on BNN Bloomberg's 'The Close'

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How We Can Help

INVESTMENT MANAGEMENT

FINANCIAL PLANNING

RETIREMENT PLANNING

TAX & ESTATE PLANNING

Wakefield Named 2026 Envestnet Asset Manager Category Winner of the Year Wakefield Asset Management, LLLP, is pleased to announce the Wakefield Large Cap Equity Strategy received the award for Manager of the Year by Envestnet, Inc. in the U.S. Large Cap & All Cap category. read more Wakefield Large Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Large Cap Equity strategy was named to the Top Guns list in 2 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2026. read more Wakefield Biblically Responsible Equity Strategy Named Top Gun Performer in 5 Categories Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Biblically Responsible Equity strategy was named to the Top Guns list in 5 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2026. read more Wakefield Large Cap Tax Aware Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Large Cap Tax Aware Equity strategy was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2026. read more FIVE STAR Wealth Manager Wakefield Wealth Management is pleased to announce that our President and Chief Investment Officer, G. Todd Gervasini, has, for the seventh year in a row, been named a FIVE STAR Wealth Manager by 5280. read more Wakefield Biblically Responsible Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Biblically Responsible Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2024. read more Wakefield Small Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Small Cap Equity strategy was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended June 30, 2025. read more Wakefield Small Cap Equity Strategy Named Top Gun Performer Wakefield Small Cap Equity strategy was named to the Top Guns list in 2 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2025. read more Wakefield Large Cap Tax Aware Equity Strategy Named Top Gun Performer Wakefield Large Cap Tax Aware Equity strategy was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended September 30, 2024. read more Wakefield Large Cap Equity Portfolios Named Top Gun Performer In 4 Categories Wakefield Large Cap Tax Aware Equity strategy was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended September 30, 2024. read more Wakefield Biblically Responsible Equity Strategy Named Top Gun Performer in 4 Categories Wakefield Biblically Responsible Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2024. read more Wakefield Receives Five Star
Wealth Manager Honors 10
Consecutive Years Managing Partner and Chief Investment Officer, Todd Gervasini, has received
Five Star Wealth Manager honors for a decade straight, from 2012 – 2021.
Award candidates are evaluated against 10 objective criteria such as client
retention rates, client assets administered and a favorable regulatory and
complaint history. Wakefield Large Cap Tax Aware Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Large Cap Tax Aware Equity strategy was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2026. read more Wakefield Asset Management Named Asset Manager of the Year Wakefield Asset Management is pleased to announce that our Wakefield Large Cap Equity Portfolio was named Manager of the year by Envestnet and Investment Advisor magazine. read more

WAKEFIELD WEALTH MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com