Wealth Management in Denver, CO
Comprehensive Wealth and Retirement Planning
Quotient Wealth Partners serves individuals and families throughout the Denver, Colorado area with fiduciary financial planning, wealth management, and investment management. Our Denver financial advisors develop personalized strategies that may include retirement income planning, portfolio management, tax-aware financial planning, and coordination with attorneys and other professionals on estate planning matters.
Coordinated Wealth Management
Managing wealth often involves decisions across several interconnected areas. Quotient Wealth Partners’ Denver financial advisors bring investment management, retirement planning, tax-aware strategies, and estate planning coordination together within a personalized financial framework. This integrated approach is designed to help clients organize their financial priorities, manage risk, pursue long-term goals, and prepare for the eventual transfer of wealth.
Changes in the markets, tax rules, family circumstances, and estate planning needs can affect whether a financial strategy remains appropriate over time. Serving individuals and families throughout the Denver, Colorado area, Quotient Wealth Partners provides ongoing fiduciary guidance and regularly evaluates each client’s plan as circumstances evolve. Our role extends beyond managing investments to helping clients make informed, coordinated financial decisions throughout different stages of their lives.
Schedule Your Complimentary Consultation
Meet with a Denver financial advisor to discuss your goals, financial concerns, and potential next steps.
What We Help You Achieve
Quotient Wealth Partners provides financial planning for individuals and families throughout the Denver area who are approaching retirement. Our advisors help clients coordinate retirement income planning, tax strategy, estate planning, and investment management within a personalized financial plan.
Retirement Income Planning
Turn your savings into a coordinated retirement income strategy built around your goals, taxes, investments, and long-term spending needs. We help you evaluate withdrawal strategies, Social Security timing, tax-efficient income sources, and portfolio sustainability so you can move from accumulating wealth to using it with greater clarity and confidence.
Strategic Tax Planning
Effective tax planning can influence how you invest, draw income, and transfer wealth. Our advisors help evaluate tax-aware strategies such as Roth Conversions, tax-loss harvesting, asset location, and withdrawal planning as part of a coordinated financial plan.
Estate Planning and Wealth Transfer
Estate planning helps determine how your assets may be transferred to the people, organizations, and causes you care about. Our advisors coordinate with your attorneys and CPAs to help align beneficiary designations, trusts, tax planning, and wealth transfer strategies with your broader financial plan.
Personalized Investment Management
Investment management should reflect your goals, risk tolerance, time horizon, income needs, and overall financial plan. We build and manage diversified portfolios using an open-architecture platform, giving clients access to a broad range of investment strategies and asset classes when appropriate.
Risk Management and Insurance Planning
Unexpected events can affect your family, assets, business, and long-term financial plan. We help evaluate potential risks and coordinate insurance planning strategies designed to support your broader wealth management goals.
Denver Financial Advisors
Markham Hawkins
Managing Partner, Senior Wealth Advisor
Joe Calhoun
Wealth Manager
Garrett Guidotti
Wealth Advisor
Zach Rumpke
Wealth Manager
Jeff Severe
Senior Wealth Manager
Andrew Wagner
Senior Wealth Manager
Katherine Wittelsey
Wealth Manager
Partner to 2,000+ Clients
"We have been with Markham for over 12 years. He has always impressed us with his attention to our family, our financial needs and concerns. He has spent countless hours answering our questions and guiding us on how to work toward and achieve our financial security. Taking the steps through our retirement planning and execution was so much easier with the guidance provided by Markham. Also spent time to help us guide our children's financial life. We look forward to many more years of working with Markham."
Steve
Client
"Andrew Wagner has been an important asset over the years to help us manage our money during our retirement. He is always quick to respond to any question we have and has helped us make smart financial decisions, thanks to his expertise. He takes a genuine interest in helping us get the most growth from our investments and because of that, we know our money is in good hands with Quotient Wealth and Andrew."
Donna and John
Clients
"We met Markham many years ago when we attended a Savings and Retirement Seminar that he gave to Coors Brewing Company employees. He was young and we were, well much younger than we are now. He spoke to the room of people, but I felt that he was speaking to me. My wife and I knew that he was speaking from the heart about something that he knew about and that he knew was important to us. He took the fear of complexity from us and placed it squarely on his own shoulders. Through the years, we have stayed with Markham and have continued to feel the genuine care from him and his staff. He knows us, our kids, our grand kids, and our dreams and challenges because he listens. Our wealth management has transferred to Joe Calhoun as Markham's duties have changed, but we continue to receive the same regular attention and active care. And we know that if we need or want to talk to Markham he is there for us. Thank you so much."
Mike
Client
Frequently Asked Questions
Who does Quotient Wealth Partners typically work with?
Quotient Wealth Partners primarily serves individuals and families in the Denver area with $500,000 or more in investable assets. Many of our clients are nearing retirement, already retired, or navigating complex financial decisions, including executives, business owners, physicians, attorneys, trust beneficiaries, and multigenerational families. Our Denver financial advisors provide coordinated financial planning, investment management, retirement planning, tax-aware strategies, and estate planning coordination with clients’ attorneys and other professionals.
What services does a Denver financial advisor provide?
A Denver financial advisor can help bring the different parts of an individual’s or family’s financial life into one coordinated strategy. At Quotient Wealth Partners, our Denver advisors provide financial planning, retirement income planning, investment management, tax-aware planning, estate planning coordination, and insurance and risk management based on each client’s objectives, financial circumstances, and evolving needs.
How can a Denver financial advisor help me prepare for retirement?
Financial planning helps individuals and families in the Denver area understand how their savings, investments, income sources, tax considerations, and estate planning goals work together. For those nearing retirement, Quotient Wealth Partners develops coordinated strategies for transitioning from asset accumulation to retirement income while considering cash-flow needs, taxes, portfolio risk, and long-term financial priorities.
What services are included in wealth management?
Wealth management services may include financial planning, retirement planning, investment management, tax-aware strategies, estate planning coordination, insurance and risk management, charitable giving, and ongoing advice. Quotient Wealth Partners helps individuals and families in the Denver area bring these services together in a coordinated financial plan tailored to their goals, financial situation, and needs over time.
How do you create a retirement income strategy?
Our Denver financial advisors create retirement income strategies by reviewing expected expenses, Social Security claiming options, portfolio withdrawals, tax-aware distribution planning, and long-term cash-flow needs. Quotient Wealth Partners brings these considerations together in a personalized plan that helps clients move from accumulating assets to drawing income in a deliberate, coordinated manner.
How does tax planning fit into retirement planning?
Tax planning can play an important role in retirement because taxes may influence portfolio decisions, retirement distributions, Roth conversions, asset sales, and estate planning considerations. Quotient Wealth Partners’ Denver financial advisors evaluate tax-aware strategies—including asset location, tax-loss harvesting, Roth conversion opportunities, and withdrawal sequencing—when appropriate for each client’s financial circumstances and overall plan.
How do you help coordinate estate planning?
Our Denver financial advisors collaborate with clients’ estate planning attorneys and CPAs to connect beneficiary designations, trust arrangements, tax considerations, and legacy goals with the rest of their financial plan. While Quotient Wealth Partners does not provide legal or tax advice, we help facilitate communication among the professionals involved so planning decisions remain coordinated around the client’s overall objectives.
Ready to start planning for your best life?
