Highlands Ranch, CO Office

Seros Wealth Partners provides investment advisory and financial planning services to individuals (including high-net-worth clients), retirement plans, charitable organizations, and businesses, managing discretionary portfolios for about 441 clients with roughly $359 million in assets under management. The firm offers both discretionary and non‑discretionary portfolio management, ongoing and project-based financial planning, ERISA/qualified-plan advisory options (including non‑discretionary 3(21) and discretionary 3(38) services), and acts as a sub‑adviser to private funds.

Seros tailors portfolios to clients’ objectives and risk tolerances using a mix of fundamental, quantitative, optimization and technical analysis and implements a set of proprietary core models (P3–P6) with tactical overlays such as a Targeted Equity (defined‑outcome) sleeve and a Bull/Bear risk‑managed sleeve. The firm uses third‑party platforms and sub‑advisers (for example, SyntheticFi) to implement strategies, prepares periodic performance reporting, and monitors accounts at least annually or more often when client circumstances change.

What is distinctive for a firm of this size is that Seros’s advisory professionals are insurance‑licensed and the firm has an affiliate insurance agency (Seros Insurance), which creates potential referral and commission conflicts disclosed in the brochure. The firm also describes negotiated annual ongoing planning fees (a subscription‑style arrangement) and participates as a sub‑adviser to private funds with performance‑based compensation, and it publishes model allocations and provides performance reporting through third‑party vendors.