Five Star Wealth Manager

Featured in Fortune and 5280 Magazine for his expertise

We’re excited to share that for the second year in a row, Anthony has been named a Five Star Wealth Manager and featured in Fortune and 5280 Magazine for his expertise. Only 6% of the Denver-area advisors considered made the list. See the criteria and full disclosure here.

We want to say thank you to all of you, our clients and friends. This recognition is about the trust you put in us to run your whole financial picture, from the business and the investments to keeping your CPA and attorney on the same page.

This past year, we had the privilege of helping clients whose focuses ranged from growing their companies or preparing to sell their business, to turning years of hard work into financial freedom. It hasn’t been an easy year for anyone, and yet everyone wants their wealth to do more than just pile up.

Ultimately, it’s always about freedom: to sleep well [because you have confidence & options], to start the next thing, to slow down and be present, to focus on health, to support kids and grandkids, and/or to fund causes that are deeply meaningful and deserving.

We’re sure you have all heard Anthony say this: money is just a resource. What you choose to do with it is the interesting part. Thank you for trusting us with something that matters to you.

To your health, wealth, and the people you want to enjoy it with.

*This award was issued in October 2026 by Five Star Professional (FSP) for the time period 11/27/2025 through 06/03/2026. Fee paid for use of marketing materials. Self completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,044 Denver-area wealth managers were considered for the award; 180 (6% of candidates) were named 2026 Five Star Wealth Managers.