High Net Worth Financial Advisors
in Denver
At BAM, we work with clients who’ve built real wealth and need a plan built for its complexity.
Once you cross a certain point, taxes, required distributions, Social Security timing, and legacy planning may start driving more of your outcome than growth alone.
We build one plan that accounts for all of it.
- Tax-efficient portfolio and withdrawal strategy
- Required minimum distribution planning
- Social Security and pension timing
- Long-term care and legacy coordination
- Ongoing plan adjustments as your wealth grows
How We Build Your High Net Worth Plan
Design Your Gameplan
Together, we outline your goals, identify the potential hurdles standing in your way, and formulate a plan designed to reduce the pressure, stress, and anxiety from your shoulders.
Protect What's Priceless
Using your goals as the foundation, we build your BAM Retirement Gameplan™ to help protect your hard-earned assets and grow what you've built.
Live For What You Love Most
With your Gameplan™ in place, you can focus your time and energy on the things, and people, you care about most.
Cover Every Essential Area
We design your plan to cover income, investments, taxes, healthcare, and legacy, so nothing is left to chance.
Recognized for excellence by:
Why It Matters
More wealth means more decisions, and one made without a plan could cost you.
Have a plan built for the complexity that comes with real wealth
Get guidance on when to take Social Security, a pension, or distributions
Plan ahead for the possibility of long-term care expenses and legacy instead of reacting later
Help keep the lifestyle you worked for going, on Help reduce the risk of one decision costing you unnecessarily in taxes
Build the confidence to spend and give, not just accumulate
Adjust your plan as your income and goals change
Who This Is For
You could benefit from working with a high net worth financial advisor if you:
- Are making more money than you used to and your taxes have gotten more complicated
- Have $500,000 or more in investable assets and want one integrated plan, not just portfolio management
- Are unsure when to take Social Security, a pension, or required distributions
- Have worked hard and saved carefully, but aren’t sure you’re giving yourself permission to enjoy it
For 25+ years we’ve helped people just like you retire on their terms
Explore the Rest of Your Retirement Gameplan
Working with a high net worth financial advisor is one piece of the full BAM Retirement Gameplan.
We also help with income planning, tax planning, investment management, insurance and long-term care, and estate and legacy planning, all working together toward one retirement plan.
