WHO IS WAKEFIELD WEALTH MANAGEMENT?

Wakefield Wealth Management is a Colorado-based Registered Investment Adviser. We serve clients throughout Colorado as well as the rest of the United States.

HOW LONG HAS WAKEFIELD WEALTH MANAGEMENT BEEN IN BUSINESS?

Wakefield was founded in 2003 and became a SEC-Registered Investment Adviser in 2007. The firm was founded by G. Todd Gervasini.

WHO ARE WAKEFIELD WEALTH MANAGEMENT’S CLIENTS?

Wakefield primarily works with individuals, families, endowments, foundations and charitable organizations with $2MM and above in investable assets.

WHAT TYPES OF PORTFOLIOS DOES WAKEFIELD MANAGE?

Wakefield manages Large Cap, Small Cap and International Equity portfolios as well as Fixed Income and Alternative Investment strategies.

DOES WAKEFIELD HAVE ANY AFFILIATE RELATIONSHIPS?

Wakefield has no subsidiary or affiliate relationships with any vendors, broker-dealers or custodians. We are 100% employee-owned.

HOW DOES WAKEFIELD WEALTH MANAGEMENT GET PAID?

The only fee Wakefield collects is the fee that our clients pay us. We do not earn commissions, referral fees, kickbacks from any investment or relationship. We adhere to a fiduciary standard meaning that we hold our client’s interests above all else.