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Christopher Michael Snyder

Advisor at Elevation Point Wealth Partners, LLC — Denver, CO

Updated today

Credentials

CFA®

Experience

7 years

Location

Denver, CO 80203

Elevation Point Wealth Partners, LLC logo

Elevation Point Wealth Partners, LLC

Multi-team

Total advisors

59

Across 20 offices

Clients per advisor

83 High

Avg AUM per client

$1,657,749 High

HNW client ratio

33% High

About

Christopher Snyder is a CFA® charterholder based in Denver, CO, with six years of industry experience. He has been affiliated with Mount Yale Capital Group and Mount Yale Investment Advisors, LLC since 2004. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and business entities through programmatic offerings and employs a model portfolio approach that includes tactical asset allocation across various investment vehicles, integrating third-party managers and insurance distribution activities.

Client services

Based on Elevation Point Wealth Partners, LLC

Portfolio management Selection of other advisers Consulting

Expertise

Based on Elevation Point Wealth Partners, LLC

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Elevation Point Wealth Partners, LLC

Founder/Business Owner Executive Retired Financial Professional

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Fee options

Fixed

$500 to over $100,000 per project

Project-based

$65-$500 per hour

Other

Account minimum: $100,000

Location

See office

Denver, CO

1580 Lincoln Street, Suite 680

Denver CO 80203

Advisors at this office

5

Most active in

Colorado

Work history

7 years of industry experience

Mount Yale Capital Group

2004 - Present • 22 years

Denver, CO

Mount Yale Investment Advisors, LLC

2004 - Present • 22 years

Denver, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brynna W

Series 63, Series 65

Denver, CO

Citrine & Gold LLC

Brynna Wilson is a financial advisor at Citrine & Gold LLC in Denver, CO, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at New York Life Insurance Company and NYLIFE Securities, LLC. Outside of her advisory work, she owns The Sauna Room, a business offering infrared sauna rentals, and serves as a board member for The Jamin Fund, a nonprofit that provides scholarships and builds schools in developing countries. Citrine & Gold provides portfolio management and comprehensive financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs model portfolios and a three-stage framework focused on asset allocation and distribution planning, serving a small client base with both discretionary and standalone planning engagements.

General retirement planning Cash flow / budgeting Wealth management Active portfolio management

Michael H

CFP®, Series 66

Arvada, CO

Clearpath Legacy Planning

Michael Hunter is a CFP® professional with 12 years of industry experience. He currently works at Retire Right Planning, LLC and has prior experience at Motley Fool Wealth Management and Personal Capital Advisors. Retire Right Planning serves individual and high-net-worth clients with discretionary portfolio management, written financial plans, and one-time or hourly financial planning engagements. The firm employs a diversified investment approach combining value, safety, quality, momentum, volatility, and economic-indicator strategies, with a focus on risk control and regular account reviews.

RSUs / ISOs / NSOs Retirement income strategy Early retirement planning College savings (529s, UTMA, etc.) Business succession planning Founder/Business Owner Retired Executive Young Professionals Mid-Career Professionals Approaching retirement Young Families Established Professionals

Jack F

CFP®

Littleton, CO

Elevate Wealth Management

Jonathan Fecko is a CFP® professional at Elevate Wealth Management with four years of industry experience. His prior roles include positions at Frontier Asset Management, Potomac Fund Management Inc., and The Vanguard Group, Inc. He is based in Littleton, CO and Pittsburgh, PA. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, families, trusts, retirement plans, and select institutional entities. The firm employs diversified strategic and tactical asset allocation, integrating equities, fixed income, mutual funds/ETFs, and alternatives, and offers impact/ESG options including Biblically Responsible Investing.

Equity compensation tax strategy General tax planning Concentrated stock management Wealth management Tax strategies for small businesses Founder/Business Owner Retired Sales Professional Doctor or Medical Professional Technology Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Young Professionals
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William K

Series 65, Series 66

Denver, CO

Brightward Financial LLC

William Kowalski Jr. is a financial advisor at Brightward Financial LLC in Denver, CO, holding Series 65 and Series 66 licenses with six years of industry experience. His previous roles include positions at The Millstone Evans Group, Atomos Nuclear and Space Corporation, and Raymond James & Associates. Brightward Financial LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals and business entities. The firm employs a multi-asset investment approach using proprietary models focused on diversification and tax-aware total-return strategies.

Tax-loss harvesting College savings (529s, UTMA, etc.) Life insurance needs analysis Options & derivatives strategies

Justin A

CFA®, Series 63

Greenwood Village, CO

OWL Creek Wealth Partners

Justin Apt is a CFA® charterholder with over 20 years of industry experience. He is the Founder and President at Owl Creek Wealth Partners in Denver, CO. Owl Creek Wealth Partners provides discretionary investment management and wealth advisory services to high-net-worth families. The firm employs a top-down, macro-economic approach to asset allocation and incorporates a range of investment vehicles, including alternative and structured instruments, tailoring portfolios to client-specific objectives. Owl Creek Wealth Partners excels at finding solutions to wealth complexity problems faced by many ultra high net worth families.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Self-Employed Retired Executive Approaching retirement Established Professionals Retired Intergenerational Families

Stephanie M

CFP®, EA

Arvada, CO

Aspen Wealth Strategies, LLC

Stephanie is a Wealth Advisor and Principal of Aspen Wealth Planning, an independently-owned financial planning and tax-focused firm partnered with Aspen Wealth Strategies for investment management. A CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience, she is passionate about identifying opportunities and delivering comprehensive strategies for individuals and businesses. As a Chartered Special Needs Consultant™, Enrolled Agent, Capital Markets & Securities Analyst®, Psychology of Financial Planning Specialist™, and Certified Financial Counselor™, her expertise includes special needs planning, tax strategies, and financial counseling. Stephanie is a proud member of NAPFA and the FeeOnly network. She also serves in a pro bono advisory capacity, offering financial literacy and planning services to seniors, veterans, individuals with cancer diagnoses, and underprivileged families.

Active portfolio management Retirement income strategy Medicare planning General tax planning Early retirement planning Approaching retirement Established Professionals Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Young Professionals
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