Our Firm

The Denver West Group is committed to helping you pursue your long-term financial goals. We focus on retirement planning and estate conservation and can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments regarding potential returns while reducing risk?
  • How can I help "inflation-proof" my investment income?
  • Do I need disability income insurance? Long-term care insurance?
  • How can I help ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

We offer financial products and services tailored to your individual needs. The Denver West Group is committed to you for the long term.

 Waddell & Reed does not provide legal or tax advice. Consult with your tax and legal advisors regarding your individual situation.

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, member FINRA/SIPC and Federally Registered Investment Advisor.

The Denver West Group is a team name used by advisors affiliated with Waddell & Reed for marketing purposes only.