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Your Wealth, Your Interests,
Always First
Award-winning wealth management serving clients across 48 states. No minimums, no proprietary products—just personalized financial guidance you can trust.
Independence That Works For You
Unlike advisors at big banks or wirehouses who are limited to selling their company's products, DWM operates as an independent Registered Investment Advisor (RIA).
We recommend what's best for you, not what pays us the most.
Investment options from multiple providers, not just one company.
Legally obligated to put your interests above our own.
The Origin Story
Co-founders Blair Braden, CFP and Zachary Bouck, CIMA, CFP left their positions at larger firms because they were frustrated with the limitations placed on them.
They were constrained to recommend only proprietary products, creating a conflict of interest. In 2012, they opened Denver Wealth Management to do things differently: to put clients first, always.
Comprehensive Wealth Management
We don't just manage investments—we help you build and protect your entire financial future with a holistic approach.
Investment Management
Committee-based investment decisions using our proprietary Summit Investment Process. Your portfolio is stress-tested against multiple market scenarios.
Financial Planning
Comprehensive planning including Monte Carlo simulations, tax strategies, and annual plan reviews tailored to your unique goals.
Insurance Services
Independent insurance evaluation for life, disability, and long-term care. We recommend policies only when truly needed.
Tax Planning
Long-term tax strategies including Roth conversions, backdoor Roth strategies, and tax-efficient distribution planning.
Estate Planning Guidance
Expert guidance on wills, trusts, powers of attorney, and charitable giving strategies in collaboration with your attorney.
401(k) Rollover Guidance
Consolidate and optimize retirement accounts from multiple employers. We help you make the best decision for your situation.
The Summit Investment Process
A disciplined, repeatable four-step approach that removes emotion from investment decisions and ensures consistent, thoughtful analysis.
Plan
Your financial plan comes first. We understand your goals, timeline, and risk tolerance.
Identify
Research and identify asset classes with appropriate growth prospects for your situation.
Examine
Evaluate investments using rigorous metrics: cost, performance, risk, and manager tenure.
Implement
Stress-test portfolios against various scenarios before investing your assets.
Committee-based decisions: Investment choices are made by a team of advisors, bringing diverse perspectives to your portfolio.
Meet Your Advisors
You're not working with a single advisor—you're gaining access to an entire team of professionals with diverse backgrounds, education, and experience.
Plus 10 additional financial advisors and support team members dedicated to your success.
Meet the Full TeamAwards & Accolades
Our commitment to client success has been recognized by leading industry publications.
Forbes Best-In-State Wealth Advisors
Blair Braden, CFP — April 2025
Based on data from 6/30/23 - 6/30/24. Created by SHOOK Research LLC, evaluating advisors on AUM, client retention, experience, compliance, and credentials.
InvestmentNews 40 Under 40
Zachary Bouck, CIMA, CFP — 2021
Recognizing the next generation of leaders in financial planning who demonstrate exceptional achievement early in their careers.
AdvisorHub Advisors to Watch 100
Zachary Bouck, CIMA, CFP — April 2024
Requires 7+ years experience, $150M+ AUM, clean regulatory record. Ranked on business scale, growth, and professionalism. Valid June 2025-2026.
Serving Clients Nationwide
Two Colorado offices with virtual consultations available in 48 states.
Denver Tech Center
4582 South Ulster St., Suite 1300 Denver, CO 80237
Headquarters
Steamboat Springs
1120 South Lincoln Ave., Suite E Steamboat Springs, CO 80487
Mountain Office
Virtual Consultations
Phone and video meetings available nationwide
48 States
Ready to Take Control of Your Financial Future?
Schedule a free consultation with no obligation. This isn't a sales pitch—it's an opportunity to discuss your financial concerns and goals with a team that puts your interests first.
What to Expect
- 1Share your goals
Discuss your financial concerns and aspirations
- 2Learn our approach
Understand how we work and our fiduciary commitment
- 3Ask questions
Get answers about fees, process, and expectations
- 4Decide together
Determine if we're the right fit for each other
No pressure. No obligation. Just a conversation about your financial future.