Twitter
Search
Blog Index
The journal that this archive was targeting has been deleted. Please update your configuration.
Navigation

Welcome to Denver Money Manager LLC where we strive to empower people to achieve balance in their lives and experience financial serenity by taking a holistic approach to financial planning.

Awards and Recognitions

Proud to be recognized as one of Denver’s Top Wealth Managers for five years running

 

 

Of the 10,500+ wealth managers in the Denver area, only 7% made the list.  Each year 5280 and Colorado Biz retain an independent firm to conduct survey of 74,000 highnet-worth Denver area residents to identify “the best in client satisfaction wealth managers”. The survey, conducted by mail and phone, asked recipients to evaluate wealth managers that they knew through personal experience and to evaluate them based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-saleservice, quality of recommendations and overall satisfaction.  Only financial advisers with at lease five years experience were eligible for the survey and those with regulatory actions against them were excluded from the survey.