• Your long-term partner – helping to grow and preserve your wealth.

Achieving Your Financial Goals

Your financial legacy starts with a comprehensive financial plan that considers every aspect of your life. We are an independent, fee-only wealth management practice and a member of the Financial Planning Division of the American Institute of Certified Public Accountants. We focus our practice on working exclusively with high-net-worth individuals, families, and institutional clients towards achieving their financial goals through comprehensive planning and the management of institutional-grade investment portfolios.

As an Investment Advisor registered with the Securities and Exchange Commission (SEC), we maintain a Fiduciary relationship with our clients, the highest standard of care. Fiduciaries have a legal responsibility to give you advice that is exclusively in your best interest. When you work with us, you can be assured that we will be fully devoted to doing what is best for you. All of our recommendations are based solely on how it best serves your near and long-term goals.

Our clients say that working with us is like working with a trusted friend. We help create restful nights for our clients by establishing a comprehensive wealth management plan that has the ability to withstand both market volatility and the test of time in order to ensure them a secure future. Our streamlined process helps you to focus on the things that matter most, allowing you to spend your valuable time enjoying your life and your loved ones.

Call us at 303-296-2229 and we can get started understanding your goals and planning for your financial future.

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AREAS OF PRACTICE

Wealth Management Services

We collaborate with you and develop a long-term partnership to protect and maximize the wealth you have created, achieve financial control in your life, and secure your family’s future. Our team takes a holistic approach to help you achieve your unique goals by coordinating all critical areas of your financial life including:

  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Risk Management
  • Estate Planning
  • Cash Flow Management
  • Education Planning
  • Philanthropy/Legacy Planning

Causey maintains relationships with tax accountants, attorneys, business advisors, insurance agents, consultants, bankers, M&A experts, and real estate professionals who focus their practice on meeting the needs of high-net-worth clientele. We bring all the pieces together to help you to preserve and grow your wealth.

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What You Can Expect

From Financial Planning to Investment Management, we design and implement strategies to give you financial confidence. You can rest assured knowing you have an advisor who has your best interests at heart. Core to our process is providing financial education to our clients. We want you to truly understand your customized plan, the investment strategies we deploy, and how they work together to meet your goals. Transparency is key to who we are and what we do. The more you understand the plan, the more peace of mind you will have.

Expect us to:

  • Get to know you and understand your goals and objectives. This philosophy stems from a desire to build a long-term relationship with you and your family.
  • Sit down with you to understand your individual goals and learn about your concerns around wealth and your life.
  • Spend time with you in confidential conversations about financial and nonfinancial issues ranging from your career, business, assets and liabilities, to family members and personal health concerns.
  • Develop a financial plan that integrates all aspects of your financial life and future goals with the objective of removing uncertainty and providing you clarity and confidence in your financial future.
  • Take the time to carefully explain our strategies to you and educate you throughout the process.
  • Revisit and refine your plan on a regular basis to guide you on the most appropriate path to achieve your goals based on changes in your life.

The process begins with a discovery phone call. Contact us at 303.296.2229 to get a conversation started.

What Our Services Cost

As SEC-Registered Investment Advisers (RIAs), we are fee-only fiduciaries. We charge a one-time fee for the initial financial plan and our investment advisory fee is based on a percentage of your assets under management. As fee-only fiduciaries, we are not compensated by investment product sponsors, but rather, by our desire to grow your assets in a way that is always aligned with your best interests.

As an investment advisory client, you will not pay for ongoing and regular updates to your financial plan – it is part of our ongoing investment advisory services.

We typically recommend our new client relationships begin with a minimum of $2.0 Million in investable assets. The minimum, however, may be subject to waiver or negotiation.

Whether you are approaching retirement, already retired, or are going through a meaningful personal or professional life change, we can help. We consider ourselves stewards of your wealth. When you are ready to enter into a different kind of financial planning and investment advisory relationship that always puts your interests above all else, you can reach us at 303-296-2229 to set up a discovery call to see if we are a good fit.

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1. Discovery Call
Confidential conversation with one of our Principals to understand your situation and ensure we are a good fit for each other.

Schedule a Discovery Phone Call

2. Initial Meeting
Meet with your lead adviser and the financial planning team to understand your goals and familiarize you with the financial planning process.

3. Financial Planning
Develop a comprehensive, cohesive Financial Plan that is aligned with your goals and objectives.

4. Investment Strategy
Establish an Investment Policy that utilizes institutional-quality strategies to protect and grow your assets aligned with your Financial Plan to ensure your long-term financial success.

5. Ongoing Investment Management and Financial Advice
Quarterly review meetings to discuss what’s going on in your life, assess ongoing portfolio liquidity needs, review investment performance, and revisit your financial plan and investment strategy as life happens in real time.

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WEALTH MANAGEMENT TEAM

Nathanael A.
Koch

Principal

Robb A.
Stone

Principal

Tomi A.
Germar

Manager

Stephen T.
Warren

Manager

Stephanie L.
Brubaker

Senior Analyst

CLIENTS SERVED

 

High-Net-Worth Individuals

Families

Business Owners

Trusts

Foundations

Endowments

NEXT STEPS

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GET IN TOUCH

It’s easy. Just give us a call at 303.296.2229.

Link to: Contact Causey

DISCUSS YOUR SITUATION

We listen first and then provide the right solutions.

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ENGAGE CAUSEY

Our team is with you every step of the way.

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