Best-in-Class Technology Meets Best-in-Class Care
At Denver Private Wealth Management, we carefully select partners that align with our values of transparency, security, efficiency, and client-first service. Our integrated planning, reporting, and custody platforms help ensure your assets are protected, your progress is easy to track, and your financial strategy stays connected to your goals.
You Get the Best of Both Worlds
Our clients benefit from a seamless connection between people-powered advice and powerful technology.
Together, this creates a connected, efficient experience centered around your financial goals.
Independent Custody for Security and Peace of Mind
Your investment accounts are held with a trusted, independent third-party custodian. This structure provides an added layer of protection by separating asset custody from investment management, while giving you secure, direct access to your accounts at all times.
Independent custody for added transparency
Secure online account access and statements
Real-time visibility into balances and holdings
Institutional-grade safeguards and account protection
Advanced Portfolio Management
with Envestnet | Tamarac
We leverage Tamarac, a cutting-edge portfolio and performance management platform, to deliver personalized reporting, real-time updates, and digital tools that empower your financial decision-making. Tamarac helps us serve you with more accuracy, transparency, and flexibility.
Secure, easy-to-use client portal with on-demand access to performance, holdings, and transactions
Consolidated reporting across multiple accounts and households for a complete financial view
Integrated plan tracking with mobile access for real-time, on-the-go visibility
Interactive Financial Planning with RightCapital
We use RightCapital as our financial planning software to help turn your goals into a clear, visual roadmap. This powerful planning platform allows us to model scenarios, track progress, and show how today’s decisions may impact your long-term financial future.
Goal-based planning with clear cash flow projections and visual insights
Interactive “what-if” scenario modeling for informed decision-making
Integrated retirement, tax, and legacy planning visuals
Secure client access that aligns your financial plan with your investment strategy
Need Help Accessing Your Accounts or Planning Tools?
Our team is happy to assist with portal access, password resets, navigation, or understanding your reports and planning tools.
Graham Ditus
Tim Kulick, CPA®
Drew Kelleher, CFP®
