A complete list of active advisors currently associated with Platte West Wealth Management, LLC
Warmer can help you find a great advisor at Platte West Wealth Management, LLC or one who fits your needs even better.
Platte West Wealth Management serves individuals, high‑net‑worth clients, trusts, estates and business entities by offering fee‑based financial planning and discretionary investment management. The firm’s planning services explicitly include business succession and mergers-and-acquisitions work, and it may recommend or place insurance products and annuities when appropriate. Advice is developed from an investor questionnaire and tailored to each client’s goals, risk tolerance and cash flow, with discretionary implementation across mutual funds, ETFs, stocks, bonds and occasional annuities. The firm uses charting, fundamental and technical analysis and employs both long‑ and short‑term purchase strategies, reviewing accounts internally at least weekly and with clients no less than quarterly. Platte West is distinctive for the firm principal’s concurrent CPA practice and insurance licensure — the adviser provides limited tax and accounting services and may receive commissions on insurance or annuity sales, arrangements the brochure discloses as conflicts of interest and describes procedures to address; clients are not obligated to use those additional services. The firm also works with corporate/business clients and offers specialized planning for business owners, a service mix that is less common among comparable independent, single‑advisor firms.
To learn more about the advisors currently working at Platte West Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Castle Pines, CO
| 13
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")