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Tyler Mc Intyre Walbridge

Advisor at Strategic Wealth Investment Group, LLC — Denver, CO 4600 S Syracuse St

Updated today

Credentials

CFP®, Series 63

Experience

8 years

Location

Denver, CO 80237

Strategic Wealth Investment Group, LLC logo

Strategic Wealth Investment Group, LLC

Multi-team

Total advisors

32

Across 14 offices

Clients per advisor

122 Very High

Avg AUM per client

$354,947 Low

HNW client ratio

7% Low

About

Tyler Walbridge is a CFP®-designated financial advisor with eight years of industry experience. He has worked at Vanguard from 2017 to 2021 before joining Strategic Wealth Investment Group, LLC in 2021. Walbridge is based in Denver, CO, and holds a Series 63 license. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, also serving corporations and business entities. The firm employs both proprietary and third-party model portfolios, using a range of analytical methods, and retains overall responsibility for client suitability while sometimes delegating trading to third parties.

Client services

Based on Strategic Wealth Investment Group, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Strategic Wealth Investment Group, LLC

Private / alternative investments Annuities

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Fee options

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.75% $5,000,000+: 0.50%

Commissions

Insurance products sold through affiliated insurance agents involve commissions.

Project-based

Financial planning fees are based on hourly rates, negotiable, and set forth in the Financial Planning Agreement.

Other

Account minimum: $7,500 (may be waived)

Location

See office

Denver, CO 4600 S Syracuse St

4600 S Syracuse St, #100

Denver CO 80237

Advisors at this office

3

Most active in

Colorado

Work history

8 years of industry experience

Strategic Wealth Investment Group, LLC

2021 - Present • 5 years

Denver, CO

Strategic Wealth Designers

2021 - Present • 5 years

Westminster, CO

n/a

2021 - 2021 • 1 year

N/A, XX

Vanguard

2020 - 2021 • 1 year

Scottsdale, AZ

Vanguard

2018 - 2020 • 2 years

Scottsdale, AZ

Vanguard

2017 - 2018 • 1 year

Scottsdale, AZ

Unemployed

2017 - 2017 • 1 year

Boulder, CO

University of Colorado

2014 - 2017 • 3 years

Boulder, 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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Daniel M

Series 66, Series 7

Parker, CO

High Peaks Wealth Strategies

Daniel Matthews is a financial advisor at High Peaks Wealth Strategies with eleven years of industry experience. He holds a Series 7 and 66 designation and has worked at firms including Eagle Strategies, NYLIFE Securities, and Cetera. Outside of advising, Daniel manages Matthews Pharmacy Inc., a retail community pharmacy, where he serves as Treasurer. High Peaks Wealth Strategies offers discretionary asset management, ERISA 3(21) retirement-plan consulting, and subscription-based financial planning to individuals, high-net-worth households, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical security analysis and invests primarily in stocks, bonds, ETFs, and no-load mutual funds on a discretionary basis.

Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy Life insurance needs analysis Self-Employed Doctor or Medical Professional Pharmacist Executive Consultant

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
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Ben B

Series 63, Series 65

Englewood, CO

Hornor, Townsend & kent, LLC

Benjamin Batiste is the Founder and Principle Advisor of Crestmark Wealth Group. He holds Series 63 and Series 65 licenses and previously worked at Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life, and the U.S. Department of Homeland Security. Batiste serves as a board member of the Buckley Spouses Group, a nonprofit providing meals and education to military families facing food scarcity. Crestmark Wealth Group serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

Business succession planning Wealth management HENRY (High Earners, Not Rich Yet) Career Changers Approaching retirement Mid-Career Professionals Established Professionals
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