Lone Tree, CO Office
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Fifth Third Wealth Advisors LLC
Multi-team
Firm-wide stats for Fifth Third Wealth Advisors LLC
About
Fifth Third Wealth Advisors LLC is a registered investment adviser that manages approximately $7.8 billion in discretionary assets for individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, donor‑advised funds, charitable organizations, governmental entities and other institutional clients. The firm provides discretionary portfolio management, separately managed accounts, third‑party model implementation and overlay management, financial planning, performance reporting and access to alternative investments and derivatives.
FTWA typically implements household‑level Investment Policy Statements (six stated objectives from Conservative to Aggressive), conducts at least annual IPS reviews, and uses a mix of in‑house oversight, third‑party managers and third‑party model providers to construct and rebalance client portfolios. The firm leverages the bank’s Investment Management Group for capital market assumptions, diligence and security selection, and discloses that model providers may recommend proprietary funds that FTWA evaluates as part of its overlay and implementation process.
The firm’s ownership by Fifth Third Bank and its integration with affiliated entities is a distinguishing feature: FTWA shares personnel, technology and referral arrangements with bank affiliates, may use the Bank as custodian or trustee for some clients, and discloses potential conflicts and supervisory practices related to those relationships (including oversight of dual employees). FTWA also notes several enterprise‑level practices that set it apart from many peers, such as limited ERISA Section 3(38) investment manager engagements for retirement plans and operation of closed Pine Crest private funds.
Based on Fifth Third Wealth Advisors LLC
Expertise
Based on Fifth Third Wealth Advisors LLC
Location
10375 Park Meadows Drive
Lone Tree CO 80124
Advisors at this office
3
Advisors at this office
Stephen S
Series 65, Series 66
Lone Tree, CO
Fifth Third Wealth Advisors LLC
Stephen Starzec is a financial advisor at Fifth Third Wealth Advisors LLC with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including BNY Wealth, Cetera, Midfirst Bank, and Bank of the West Wealth Management. He serves on the advisory council of a children's hospital and is a board member of the Alzheimer Association, participating in non-investment related giving activities. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm uses tailored strategic asset allocation frameworks and commonly delegates portfolio management to third-party managers and affiliated model strategies.
Scott U
CFA®
Lone Tree, CO
Fifth Third Wealth Advisors LLC
Scott Ulaszek is a CFA® charterholder with six years of industry experience. He is currently with Fifth Third Wealth Advisors LLC and has previously worked at Bank of New York, Bank of the West, and Osterweis Capital Management. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and affiliated models.
Sarah W
CFP®, Series 63, Series 65
Lone Tree, CO
Fifth Third Wealth Advisors LLC
Sarah Williamson is a CFP® with six years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. She previously worked at BNY Wealth Management and Northern Trust. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly delegates to third-party managers, operating as a wholly owned subsidiary of Fifth Third Bank with integrated resources and oversight.
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