Use your money as a tool
to live the life you love.

Learn More

Advice begins and ends
with you.

Learn More

Plan, Thrive, Give

Learn More

Make Smart Financial Choices

Goals-Based Financial Planning and Investment Advice

Learn More

Use your money as a tool to live the life you love.

Learn More

Advice begins and ends with you.

Learn More

Plan, Thrive, Give

Learn More

Make Smart Financial Choices

Goals-Based Financial Planning and Investment Advice

Learn More

WHO WE SERVE

You care deeply about your time and relationships. You view money as a tool for improving your overall well being. You enjoy new and changing technology. You want to make measured financial decisions and concede that personal finance isn’t your core competency. You are working towards your financial independence.

Techies

Techies

You work in the technology field. Whether in Denver or anywhere in our beautiful country.

Sounds Like Me

Transitioners

Transitioners

You can see the retirment “finish line” and there are lots of decision to make.

Sounds Like Me

Balancers

Balancers

Life moves very fast and doing all you can to keep up, may not be enough.

Sounds Like Me

Next Gen

Next Gen

Tackling a career, student loans and building a nest egg is a lot of work.

Sounds Like Me

HOW WE ARE DIFFERENT

New School

Boy, do we love technology. We use leading edge risk and portfolio management tools. We can share, schedule or meet with you virtually.

Risk Management

Our comprehensive software based tools help zero in on how much risk you should be taking in your portfolio.

You Are In Control

We provide detailed advice and consultation so you can make the smartest decisions for investing your portfolio.

We Cater to Techies

Whether it is a stock option question or related to a concentrated position at your current company or start up, we will work diligently to provide you answers.

Costs Matter

We are devoted to lower cost investing. We work to ensure you keep as much of your hard earned money as possible.

We Cater to Techies

Whether it is a stock option question or related to a concentrated position at your current company or start up, we will work diligently to provide you answers.

Costs Matter

We are devoted to lower cost investing. We work to ensure you keep as much of your hard earned money as possible.

ABOUT DAVID CONNELLY

Thank you for checking us out. I am David, and I have been helping people make smart choices about their money since 2002. I strongly believe that to serve you best I must do two things right every time. I am always accountable to my clients, which means, I say what I do, and do what I say. I also built my firm on integrity and trust, because I believe that doing what is right for you is better for my business in the long run.

I am always looking for more great clients to help. You can get started by determining your Risk Number or by clicking the “let’s talk” button below to schedule a call to see if we are great fit.

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