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William S

CFP®, CFA®, Series 63, Series 65

Golden, CO

Gilpin Wealth Management LLC

William Shriver is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with Gilpin Wealth Management LLC and previously led Shriver Investments Inc. for 16 years. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across about 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, utilizing customized portfolios that incorporate asset allocation, tactical adjustments, fundamental and technical analysis, and modern portfolio theory.

General retirement planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Wealth management
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Anthony M

CFP®, Series 66

Golden, CO

Gilpin Wealth Management LLC

Anthony Mceahern is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Gilpin Wealth Management LLC since 2020 and previously held positions at Cresset Asset Management, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. In addition to his advisory role, he owns and operates Taxwise Connection LLC, a seasonal tax preparation business, and is a licensed attorney who actively practices law and may refer legal work to clients. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, using customized portfolios based on asset allocation, tactical adjustments, and both fundamental and technical analysis.

General retirement planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Wealth management
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Brooks R

CFA®, Series 63

Las Vegas, NV

Gilpin Wealth Management LLC

Brooks Rarden is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Gilpin Wealth Management LLC. He previously worked at U.S. Bank Private Wealth Management for eleven years and is the owner and managing member of Desert Mountain Wealth Management LLC, a consulting business based in Frisco, Colorado. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, using customized portfolios that incorporate asset allocation, tactical adjustments, and both fundamental and technical analysis.

General retirement planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Wealth management
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John G

CFP®, CFA®, Series 63

Golden, CO

Gilpin Wealth Management LLC

John Glasman is a CFP® and CFA® with 23 years of experience in financial advising. He has been with Gilpin Wealth Management LLC since 2021 and previously worked at Peak Asset Management LLC for 15 years. In addition to his advisory role, he is a CPA who prepares tax returns for a limited number of family members and clients. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, employing customized portfolios that combine asset allocation, tactical adjustments, and both fundamental and technical analysis.

General retirement planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Wealth management
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