About Us

Highly credentialed. <br/>Deeply invested.

Highly credentialed.
Deeply invested.

Recognized as a FORBES Best-in-State¹ Team we’re a close-knit, multi-generational team with over 80 years of combined experience, the highest recognized designations in the industry, and a shared commitment to doing things differently.

But credentials alone don’t tell the full story.

¹Published 1/9/25, data as of 3/31/24.

Learn More About The Team

Honesty over hype.
Strategy over shortcuts. Longterm over quick wins.

We bring a distinct background and unique set of strengths to the table. We’ve also trained in Family Wealth Dynamics and Investor Psychology to ensure that our planning is grounded not just in numbers, but in the real human experiences behind them.

We believe the best outcomes happen when technical rigor meets deep listening, clear communication, and genuine care.

That’s how we work — and that’s what our clients trust us to do.

New client relationships typically begin with $3+ million of investable assets.

Wealth, at its best, is not about having more—<em>it’s about doing more with what you have.</em>

Wealth, at its best, is not about having more—it’s about doing more with what you have.

We’re not here to impress. We’re here to advise, collaborate, and help you make the most of the resources you’ve spent a lifetime building.

We value connection. Gratitude. Humility. It’s how we think about the work we do and the people we do it with.

Let's Connect

Let’s talk about what matters most to you.

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Location

210 University Boulevard
Suite 800, Denver, CO 80206

Hours

Mon-Fri: 8:00 AM - 4:00 PM

Contact

Office: 303-270-6318
Toll-Free: 888-792-4479
mcmoore@rwbaird.com