1401 17th Street, Suite 850, Denver, CO 80202
About Us
About Us
The Story of the White Bison
The American bison thundered across the plains, under the vast sky. Once abundant, they were nearly wiped out by hunters, their herds reduced to mere whispers of their former glory. Yet, amid the struggle, hope persisted and the mighty beasts returned to the grasslands. The American bison is a living testament to raw strength, resilience, and an enduring spirit that no force can break.
But in the heart of the plains, an American white bison emerged, its coat a rare and striking symbol of purity. The calf was destined to be more than just a part of the herd—it was a living omen. Tribes whispered of its significance, seeing it as a spirit of hope and renewal. As it grew, the white bison's presence brought prosperity to the land, and its strength became legendary. Even in times of hardship, its white form would be a beacon, reminding all who saw it that from struggle, beauty and power could emerge once again.
Like the rare White Bison, White Bison Wealth is the ethos of what you want in a wealth manager:
Independence
Financial Planner
Fiduciary
Superior Service
Independence
Independence is the cornerstone in our client service model. We intentionally avoid conflicts of interest and are not incentivized by any third-party to promote their services or push their products. Our independence means that we can look across the entire public markets to find the best investments to help you reach your goals. Additionally, we integrate business relationships that allow our clients to succeed in their financial journey and path.
Financial Planner
We go through a systematic 3-step onboarding process with you so we can be sure that we’re meeting all your financial needs. Oftentimes prospective clients will come to us with one-specific goal in mind, but in going through the financial planning process together, are enlightened to see other ways they can improve their financial situation. Clients consistently feel listened to when they see their financial plan delivered to them.
We’ve seen firsthand the issues that arise when an investment portfolio is constructed without a comprehensive financial plan in place. Additionally, we've seen issues when a solid financial plan is built, but not properly executed upon. Let's walk your financial journey together, hand-in-hand, so you have the confidence you want from your money.
Superior Service
Most financial advisors get a client onboard and fail to have consistent, ongoing communication means established. We’ll meet regularly to review your financial goals, accounts, and stay updated on you. This allows us to make sure that your money is always working for you and also allows your money to evolve as your journey changes over time.
White Bison Wealth Management is the intersection of experience and youth. Having started in financial services in 2006, I have nearly 2 decades of experience which includes ten years as a Certified Financial Planner™. Looking ahead in my career, I am thrilled to see a three-decade horizon ahead. Many financial advisors are good at investment management and stock-picking, but investment-decisions alone are not enough for today’s complex wealth management client. My clients demand – and you should, too – an advisor who can determine the right mix of investments for their financial needs, coach them through their cash flow decisions, promote proper tax planning, and ensure smooth wealth transfers. I’ve been trained in these subjects and more. Simply put, if it has a dollar sign in front of it, I’ll be the first person you call.
White Bison Wealth is based in Denver, Colorado and serves clients all across the United States.
