Denver, CO 1601 Wewatta Street Office

Team
Updated today

Client AUM

$156,039,000,000

Clients

61,002

Advisors

10

Of 1,035 advisors across 255 offices

Location

1601 Wewatta Street, Ste 875

Denver CO 80202

Advisors at this office

10

Advisors at this office

user avatar

Victoria T

Series 65

Denver, CO

Focus Partners Wealth, LLC

Victoria Trosset is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and SC&H Financial Advisors, Inc. prior to her current role. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various specialized offerings.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Tess B

Series 65

Denver, CO

Focus Partners Wealth, LLC

Tess Bosley is a financial advisor with Focus Partners Wealth, LLC in Denver, CO. She holds a Series 65 designation and has one year of industry experience. Her prior work includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and the University of Vermont. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering comprehensive investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and integrates multiple asset strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Joshua C

CFP®, Series 65

Denver, CO

Focus Partners Wealth, LLC

Joshua Chebul is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Focus Partners Wealth, LLC, where he has worked since 2024, following previous roles at Buckingham Strategic Wealth, LLC and Holistiplan, LLC. His background also includes experience in the energy sector with Northwoods Energy, SM Energy, and Noble Energy. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, and ETFs.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Aaron G

CFP®, Series 66

Denver, CO

Focus Partners Wealth, LLC

Aaron Grey is a CFP® professional with 20 years of industry experience, currently affiliated with Focus Partners Wealth, LLC in Denver, CO. His prior roles include positions at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, and institutions. The firm employs a long-term investment approach that integrates tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Julia C

Series 66

Denver, CO

Focus Partners Wealth, LLC

Julia Curry is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. She holds the Series 66 designation and has worked previously at firms including LPL Financial, Bloom Wealth Advisors, and Cetera Advisor Networks. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment strategy using a combination of fundamental and quantitative analysis and offers a broad range of wealth management, fiduciary, and advisory services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

John W

PFS™, Series 65

Denver, CO

Focus Partners Wealth, LLC

John Winterscheidt is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior roles include positions at The Colony Group, LLC; Winterscheidt and Widegren, LLC; Buckingham Asset Management, LLC; Winterscheidt & Autterson, LLP; and Win Wealth Management, Inc. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, retirement plan fiduciary services, tax and business management, and sub‑advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture with a blend of fundamental and quantitative analysis and third-party managers, and it maintains an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Ryan M

CFP®, Series 65

Denver, CO

Focus Partners Wealth, LLC

Ryan Mitchell is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and previously was with Buckingham Strategic Wealth, LLC and Win Wealth Management, Inc. He also spent 15 years with University of Denver Media Relations. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that includes both active and passive strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Devin M

CFP®

Denver, CO

Focus Partners Wealth, LLC

Devin Mc Combs is a CFP® professional with two years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to his current role, he worked at Traverse Planning and has a background that includes positions at Virginia Tech and Midlothian High School. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering comprehensive wealth management and financial services. The firm employs a long-term, tax- and fee-sensitive investment strategy that combines fundamental and quantitative analysis with a broad network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Blake C

CFP®, Series 65

Denver, CO

Focus Partners Wealth, LLC

Blake Christensen is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and KPMG, LLP. Blake also spent several years at Brigham Young University in various roles. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Anthony C

Series 66

Denver, CO

Focus Partners Wealth, LLC

Anthony Cheang is a Series 66 licensed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, Madison Avenue Securities, EA Buck Financial Services, LPL Financial, and Edward Jones. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with multi-asset portfolios and enhanced open architecture.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")