Denver
Proudly Serving Colorado
Denver
1601 Wewatta Street
Suite 875
Denver, CO 80202
Buckingham Strategic Wealth's Denver team builds relationships by learning about our clients, their families, their goals and their financial lives, so we can create a custom, comprehensive wealth management plan. We provide objective advice based on an individuals specific financial situation to help them make informed decisions and keep them on track to meet their goals.
The Denver office joined Buckingham in 2016 through its acquisition of two firms: Denver Money Manager and WIN Wealth Management, both trusted advisors to individuals and families in the Rocky Mountain Region for decades. Today, we tap into Buckingham’s extensive resources, investment research and educational tools to design specialized financial plans while maintaining personalized service for every client we serve.
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Your Denver Team
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Mike Winterscheidt
CPA, PFS, CGMA
Wealth Advisor
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Joel Martin
CFP®, CKA®
Wealth Advisor
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Ryan Mitchell
CFP®
Wealth Advisor
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Aaron Grey
CFP®
Managing Director, Client and Advisor Experience
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Josh Chebul
CFP®
Associate Wealth Advisor
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Mike Orav
Client Service Manager
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Tess Bosley
Client Relationship Specialist
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AJ Cheang
Associate Wealth Advisor
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Blake Christensen
CPA
Associate Wealth Advisor
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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April 10, 2024
Quarterly Outlook: Economic Momentum Continues
At the start of Q2 2024, the American economy remains resilient with surprisingly solid growth. Our Quarterly Outlook explores what may lie ahead for markets and the economy.
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April 08, 2024
Caring for Aging Parents: The Essential Planning Guide
In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing.
Read the article -
March 25, 2024
Protecting Your Portfolio in a Presidential Election Year
While elections have the potential to reshape policies and legislation, it’s difficult to predict which sectors or industries could benefit. Here’s what to keep in mind this election season.
Read the article