Lakewood, CO Office

Team
Updated today

Client AUM

$167,742,142

Clients

83

Advisors

2

Of 4 advisors across 5 offices

Location

Lakewood CO

Advisors at this office

2

Advisors at this office

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Matthew G

Series 65

Lakewood, CO

MCM Wealth

Matthew Gropp is a financial advisor at MCM Wealth with four years of industry experience. He holds a Series 65 designation and has worked at Blue Hall Capital LLC and Vectis Capital prior to his current roles. Marin Capital Management (MCM) provides investment advisory and financial planning services to a range of clients, including individuals, trusts, small-business retirement plans, family offices, and institutions. The firm employs a multi-asset class, core-and-satellite investment approach and offers portfolio management across mutual funds, ETFs, individual securities, and options-based strategies, with custom-tailored portfolios designed to meet client goals.

Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Founder/Business Owner
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Brian J

CFP®, Series 63

Lakewood, CO

MCM Wealth

Brian Jackson is a CFP® certificant with five years of industry experience. He is currently affiliated with MCM Wealth and previously worked at firms including Vectis Capital, Quontic Bank, Robinhood Financial, and JPMorgan Chase. MCM Wealth provides investment advisory and financial planning services to a range of clients including individuals, trusts, small-business retirement plans, family offices, and institutions. The firm utilizes a multi-asset class, core-and-satellite approach with customized portfolios and offers, among other services, options-based strategies through a proprietary platform.

Options & derivatives strategies Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Founder/Business Owner
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