Denver, CO South Colorado Blvd. Office

Team
Updated today

Client AUM

$156,039,000,000

Clients

61,002

Advisors

6

Of 1,035 advisors across 255 offices

Location

2000 South Colorado Blvd., Annex Building, Suite 300

Denver CO 80222

Advisors at this office

6

Advisors at this office

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Alexander H

CFA®

Denver, CO

Focus Partners Wealth, LLC

Alexander Hock is a CFA® charterholder with 10 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at The Colony Group, LLC and Jones Barclay Boston. Focus Partners Wealth, LLC provides 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 includes active and passive strategies, 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
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Ian B

Denver, CO

Focus Partners Wealth, LLC

Ian Barclay is a financial advisor with Focus Partners Wealth, LLC in Denver, CO, holding 27 years of industry experience. He previously worked at Jones Barclay Boston and Company for 22 years before joining The Colony Group, LLC, where he has been since 2017. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that incorporates a mix of active and passive strategies, separate account managers, private funds, mutual 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
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Carmone D

CFP®

Denver, CO

Focus Partners Wealth, LLC

Carmone Duncan Copeland is a CFP® affiliated with Focus Partners Wealth, LLC and has four years of industry experience. Prior to joining the firm in 2022, Carmone held roles at Follett Higher Education, MicroCenter, Brookdale Senior Living, and has been connected with the University of Denver since 2010. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers, and offers a wide range of wealth and fiduciary 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
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Craig J

Denver, CO

Focus Partners Wealth, LLC

Craig Jones is a financial advisor with Focus Partners Wealth, LLC in Denver, Colorado, holding 27 years of industry experience. He has worked at The Colony Group, LLC since 2017 and spent 22 years at Jones Barclay Boston & Company prior to that. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside various specialized investment options.

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
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Marvin D

CFP®

Denver, CO

Focus Partners Wealth, LLC

Marvin Davies IV is a CFP® professional affiliated with Focus Partners Wealth, LLC in Denver, CO. He has experience spanning several firms since 2022 and previously worked in education for over a decade. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a combination of active and passive strategies within an enhanced open architecture framework.

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

Kittye T

CFP®

Denver, CO

Focus Partners Wealth, LLC

Kittye Tilford is a CFP® professional with eight years of industry experience, currently serving at Focus Partners Wealth, LLC since 2017. Prior to that, she worked at Jones Barclay Boston for seven years. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity, combining active and passive strategies within an enhanced open architecture framework.

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
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