Denver
Proudly Serving Colorado
Denver
1601 Wewatta Street
Suite 875
Denver, CO 80202
![Cluster of downtown Denver buildings shaping the cityscape](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/denver.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370659&s=60ecd64ab64265b9b2339009dd59dec0)
Buckingham Strategic Wealth's Denver team builds relationships by learning about our clients, their families, their goals and their financial lives, so we can create a custom, comprehensive wealth management plan. We provide objective advice based on an individuals specific financial situation to help them make informed decisions and keep them on track to meet their goals.
The Denver office joined Buckingham in 2016 through its acquisition of two firms: Denver Money Manager and WIN Wealth Management, both trusted advisors to individuals and families in the Rocky Mountain Region for decades. Today, we tap into Buckingham’s extensive resources, investment research and educational tools to design specialized financial plans while maintaining personalized service for every client we serve.
![Cluster of downtown Denver buildings shaping the cityscape](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/denver.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370659&s=60ecd64ab64265b9b2339009dd59dec0)
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Your Denver Team
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Mike Winterscheidt
CPA, PFS, CGMA
Wealth Advisor
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Joel Martin
CFP®, CKA®
Wealth Advisor
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Ryan Mitchell
CFP®
Wealth Advisor
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Aaron Grey
CFP®
Managing Director, Client and Advisor Experience
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Josh Chebul
CFP®
Associate Wealth Advisor
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Mike Orav
Client Service Manager
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Tess Bosley
Client Relationship Specialist
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AJ Cheang
Associate Wealth Advisor
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Blake Christensen
CPA
Associate Wealth Advisor
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
![Life isn't linear. Your plan shouldn't be, either.](https://buckingham-wealth.transforms.svdcdn.com/production/images/site/video-posters/Nonlinear-Animation-Poster_NoPlay.jpg?w=1920&h=1080&auto=compress%2Cformat&fit=crop&dm=1698776718&s=b83e6033f657374d75ea12cc6a504c35)
Enjoy some of our latest resources
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July 15, 2024
5 Ways to Plan For Estate Tax Law Changes
The Tax Cuts and Jobs Act estate tax exemptions amounts are set to sunset at the end of 2025. Wealth Advisor Amanda Otto explores tax-saving options and strategies you can take before the new rules go into effect.
Read the article -
July 10, 2024
Quarterly Outlook: Inflation Eases, Recession Risk Falls
Although risks remain, the economy has successfully navigated the path toward lower inflation without triggering a recession. Our Quarterly Outlook explores what may lie ahead for markets and the economy.
Read the article -
July 01, 2024
Selecting Individual Stocks? 4 Questions to Consider
Picking stocks that will outperform the broader market has been an ambition of investors for years. But is that truly the best strategy for investors?
Read the article