Client Experience

There are a variety of different communication methods we use to keep you informed about your investment strategy

the markets, and our perspective on the economic environment. We also offer a number of channels you can use to

reach out to us if you have any questions, want to discuss your strategy, or simply want to update us on what’s happening

in your life. We want to know what’s going on with you!




Always On – Account View: Your personalized portal, Account View is where you’ll find up-to-date information

on your account and financial goals.


Always On – Financial Planning Portal: Your financial planning portal allows you to check in on your financial

plan and store important documents.

 E-Money/Everest address here


Daily – Social Media: We post useful updates, insights, and articles to let you know what’s going on with us

and how we’re thinking about investing and the markets.


Bi-Weekly Email Newsletter: We share important updates we think you might want to know.


Quarterly Meetings – We meet with you regularly so you can let us know of any changes in your life, and we

can give you an update on your financial strategy. Now, we offer video conferencing meetings for convenience

and safety.


Client Events: We regularly offer educational, and fun get-to-know you events to thank you for being a client.


Texting: We use MyRepChat a new tool that makes connecting with us even easier.


As always, we are just a phone call away (720) 826-1092.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 720-826-1092