At Wakefield Wealth Management, we recognize
that every client’s situation is unique.
We excel at helping you make even the most
challenging financial decisions.
WEALTH MANAGEMENT OVERVIEW
Whether you are in the early stages of your career, planning a business sale or looking to maximize wealth transfer to the next generation, we have the experience and expertise your family needs.
Our wealth management style could be categorized as more of the tortoise than the hare. For many of our clients, a steady, consistent approach to investing that does not waiver during different market environments provides the best outcome.
At Wakefield Wealth Management, we recognize that every client’s situation is unique.
We excel at helping you make even the most challenging financial decisions.
WEALTH MANAGEMENT OVERVIEW
Whether you are in the early stages of your career, planning a business sale or looking to maximize wealth transfer to the next generation, we have the experience and expertise your family needs.
Our wealth management style could be categorized as more of the tortoise than the hare. For many of our clients, a steady, consistent approach to investing that does not waiver during different market environments provides the best outcome.
INVESTMENT MANAGEMENT
An investment strategy starts with a conversation discussing your experience, goals and risk-tolerance level. We incorporate these conversations in constructing a diversified portfolio that most closely aligns with your financial goals.
Your investment process will be fully-integrated. We utilize our in-house team including financial advisors, research analysts and portfolio managers to carefully review possible opportunities.
The Wakefield team includes:
Because we are independent and employee-owned, we are able to choose from any investment available in the market. Wakefield portfolios utilize proprietary techniques that identify market inefficiencies and capture them over time. As a result, we are able to control costs and closely monitor tax consequences for our clients.
We also recognize that our clients want to be kept up-to-date on their financial picture. That’s why we provide reporting tools and software that allow you to access a wide range of information. Portfolios can easily be compared to benchmarks in a user-friendly format. Our commitment to 100% transparency in everything that applies to your investments.
INVESTMENT MANAGEMENT
An investment strategy starts with a conversation discussing your experience, goals and risk-tolerance level. We incorporate these conversations in constructing a diversified portfolio that most closely aligns with your financial goals.
Your investment process will be fully-integrated. We utilize our in-house team including financial advisors, research analysts and portfolio managers to carefully review possible opportunities.
The Wakefield team includes:
Because we are independent and employee-owned, we are able to choose from any investment available in the market. Wakefield portfolios utilize proprietary techniques that identify market inefficiencies and capture them over time. As a result, we are able to control costs and closely monitor tax consequences for our clients.
We also recognize that our clients want to be kept up-to-date on their financial picture. That’s why we provide reporting tools and software that allow you to access a wide range of information. Portfolios can easily be compared to benchmarks in a user-friendly format. Our commitment to 100% transparency in everything that applies to your investments.
FINANCIAL PLANNING
Investments are just one piece of a well-crafted financial plan. There’s no limit to the concerns and difficult financial decisions you might face. Whether you are considering retirement, selling your business or just trying to simplify your finances, we are here to provide thoughtful, unbiased guidance every step of the way.
FINANCIAL PLANNING
Investments are just one piece of a well-crafted financial plan. There’s no limit to the concerns and difficult financial decisions you might face. Whether you are considering retirement, selling your business or just trying to simplify your finances, we are here to provide thoughtful, unbiased guidance every step of the way.
RETIREMENT PLANNING
If you are getting close to or already in retirement, there will be several important decisions that need to be made that could have a substantial impact on the rest of your lives. You might have questions about Social Security or long-term care insurance. Remember since we are a fee-only advisor, if we think there’s a need for more insurance, we never earn a commission based on a recommendation we make. As a fiduciary, what’s in your best interest is above all else in the decision-making process.
Our team will help advise you on:
RETIREMENT PLANNING
If you are getting close to or already in retirement, there will be several important decisions that need to be made that could have a substantial impact on the rest of your lives. You might have questions about Social Security or long-term care insurance. Remember since we are a fee-only advisor, if we think there’s a need for more insurance, we never earn a commission based on a recommendation we make. As a fiduciary, what’s in your best interest is above all else in the decision-making process.
Our team will help advise you on:
TAX & ESTATE PLANNING
Our diverse team of experts advise our clients on tax strategies for today and estate planning tools for the future. We continuously review each plan, accounting for changes in your life and changes in Washington.
Coordinating with your other trusted advisors, we:
TAX & ESTATE PLANNING
Our diverse team of experts advise our clients on tax strategies for today and estate planning tools for the future. We continuously review each plan, accounting for changes in your life and changes in Washington.
Coordinating with your other trusted advisors, we:
WAKEFIELD WEALTH MANAGEMENT
7887 East Belleview Avenue Suite 800
Englewood, CO 80111
(303) 771-0630
