Denver PWM, LLC

Darin Snow is a financial advisor with Denver PWM, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Denver Private Wealth Partners LLC and Vista Private Wealth Partners LLC since 2014. Snow holds an insurance license and spends a small portion of his time providing limited insurance products. Denver PWM, LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, and institutional plans. The firm employs a combined fundamental and technical investment approach, utilizing diversified portfolios with regular rebalancing and integrates tax and accounting services through some advisors who are CPAs.

Timothy Kulick is a financial advisor at Denver PWM, LLC with 27 years of industry experience. He holds the Series 66 designation and has worked at Vista Private Wealth Partners LLC, Symphonic Securities LLC, and Symphonic Financial Advisors LLC. In addition to his advisory role, he owns and operates Mitchell Kulick & Company P.C., a CPA firm. Denver PWM, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, and institutional plans. The firm manages over $554 million and employs a combined fundamental and technical investment approach with diversified portfolios and periodic rebalancing.

Andrew Kelleher is a CFP® professional with 16 years of industry experience, currently serving at Denver PWM, LLC. His prior roles include positions at Vista Private Wealth Partners, Charles Schwab Bank, Charles Schwab & Co., Inc., Lincoln Financial Distributors, and Jackson National Life Distributors. Denver PWM, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and institutional plans. The firm combines fundamental and technical analysis to build diversified portfolios and integrates accounting and tax services through some of its representatives.

Logan Richard is a CFP® professional with one year of experience at Denver PWM, LLC. Prior to joining the firm, he held positions at Bartaco and the CU Recreational Center. Denver PWM, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and institutional plans. The firm uses a combination of fundamental and technical analysis to build diversified portfolios and integrates accounting and tax services through some of its advisory representatives.

Brian Rettig is a CFA® charterholder with nine years of industry experience. He is currently a financial advisor at Denver PWM, LLC and Vista Private Wealth Partners LLC, having worked previously at The Institute for Wealth Management. Rettig markets his advisory services under the name Denver Private Wealth Management. Denver PWM, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, and institutional plans. The firm uses a combination of fundamental and technical analysis to construct diversified portfolios and integrates accounting and tax services through some of its CPAs.

Matthew Dupree is a CFA® charterholder with 24 years of industry experience. He is currently with Denver PWM, LLC, a team-based investment advisory firm, and has previously worked at firms including Hilltop Investment Advisors, Inc., A3 Financial Investments, LLC, and Southern Sky Capital, LLC. He also consults on managerial accounting matters for a privately held software company. Denver PWM manages approximately $524 million across 200 client relationships, offering discretionary investment management, financial planning, consulting, and employer-sponsored retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation, diversification, periodic rebalancing, and a combination of fundamental and technical analysis.

Harold Classick is a financial advisor with Denver PWM, LLC in Denver, CO, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Denver Private Wealth Management and Vista Private Wealth Partners since 2014 and is also a practicing CPA with Classick Financial Services, Inc., where he provides tax preparation services directly to clients. Denver PWM, LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, and institutional plans. The firm manages over $554 million using a combination of fundamental and technical analysis to construct diversified portfolios with regular rebalancing and client reviews.