Who We Are

Wakefield Wealth Management is a Colorado-based Registered Investment Adviser (RIA) providing clients with $2 million + in investable assets a fully-integrated process to grow, enhance and preserve their wealth.

We value collaborative relationships utilizing holistic, comprehensive planning and investment management to define and achieve each client’s unique goals.

We are independent and 100% employee-owned while being held to the highest standard, serving our clients as fiduciaries putting their needs and interests above all else. Our team approach creates an environment where each solution is carefully considered and scrutinized before being recommended.

Who We Are

Wakefield Wealth Management is a Colorado-based Registered Investment Adviser (RIA) providing clients with $2 million + in investable assets a fully-integrated process to grow, enhance and preserve their wealth.

We value collaborative relationships utilizing holistic, comprehensive planning and investment management to define and achieve each client’s unique goals.

We are independent and 100% employee-owned while being held to the highest standard, serving our clients as fiduciaries putting their needs and interests above all else. Our team approach creates an environment where each solution is carefully considered and scrutinized before being recommended.

Our Family & Culture

G. Todd Gervasini

MANAGING PARTNER

Greg Brittain

WEALTH MANAGEMENT ADVISOR

Jennifer Yaeger

COMPLIANCE & FINANCE OFFICER

Ryan Kelley

PORTFOLIO ANALYST / TRADER

Freddie Waite

CLIENT RELATIONSHIP SPECIALIST

WAKEFIELD WEALTH MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com