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Kirsten R

CFP®, Series 65

Boulder, CO

Silverpeak Wealth Advisors

Kirsten Roeber is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has worked at Silverpeak Wealth Advisors since 2018 and previously spent seven years at Colorado Capital MGT Inc. Silverpeak Wealth Advisors provides discretionary portfolio management to individual and high-net-worth clients, employing long-term, model-based strategies grounded in fundamental analysis and modern portfolio theory. The firm offers customized allocations and access to complex investment solutions, including private equity, hedge-style managers, and non-traded real estate vehicles.

Private / alternative investments Real estate investing Tax-loss harvesting Concentrated stock management
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Henry N

Series 63, Series 66

Boulder, CO

Silverpeak Wealth Advisors

Henry Nicholson is a financial advisor at Silverpeak Wealth Advisors in Boulder, CO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Silverpeak Wealth Advisors since 2014. Silverpeak Wealth Advisors provides discretionary portfolio management to individual and high-net-worth clients, utilizing long-term, model-based strategies grounded in fundamental analysis and modern portfolio theory. The firm manages a concentrated discretionary book and offers access to complex investment solutions including private equity, hedge-style managers, and non-traded real estate vehicles.

Private / alternative investments Real estate investing Tax-loss harvesting Concentrated stock management
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