Comprehensive Wealth Management for Ultra-High-Net-Worth Families in Denver
Wealth Management and Family Office Services in Denver
For more than two decades, Certuity has served as a trusted wealth advisor and wealth management firm for high-net-worth and ultra-high-net-worth families in Denver.
Our team provides comprehensive investment management, tax strategy, estate planning, and access to institutional-quality alternative investments.
We coordinate every dimension of your financial life so you can focus on building your legacy.
Start your journey with a trusted financial advisor
Wealth Management in Denver
Our Denver office is located on Corona Street in the Alamo Placita neighborhood of Capitol Hill, with convenient access to downtown and nearby communities such as Cherry Creek, Wash Park, and Cheesman Park.
Our team delivers personalized service across wealth management, financial and estate planning, tax strategy, alternative investments and more. Please contact or visit us to explore how we can support your wealth journey.
The Certuity Difference
Expertise – Our team specializes in complex wealth situations: business owners preparing for exits, executives managing concentrated positions, families developing multi-generational estate plans. We've guided clients through these transitions and can help you navigate their financial and personal complexities.
Taxes - We can integrate tax strategy across all aspects of your wealth. We offer advanced tax mitigation strategies for high income, concentrated positions, and liquidity events and can work closely with your CPA to coordinate taxes and identify potential opportunities.
Access – Through our partnerships with accomplished asset managers, we provide access to private opportunities not typically available to individual investors spanning venture capital, private equity, hedge funds, private credit, and beyond. 1
Founders & Executives
Exit & Liquidity Planning – Position yourself for the strongest possible exit from pre-sale planning to post-sale wealth management.
Executive Compensation –Understand and manage your equity including RSUs, stock options, and deferred compensation strategies.
Concentrated Positions – Manage concentrated positions with tax‑efficient diversification strategies designed to support long‑term financial objectives while considering risk.
UHNW Families
Family Office – Comprehensive wealth management for ultra-high-net-worth families: consolidated reporting, coordination with CPAs and estate attorneys, and concierge services.
Estate Planning –We work with clients and their estate attorneys to implement trusts, entities, and gifting strategies intended to support wealth planning objectives across generations.
Philanthropic Impact – Support causes you care about while reducing estate taxes through donor-advised funds, private foundations, and other charitable vehicles.
Sophisticated Investors
Investment Management – Experience a portfolio and roadmap that is tailor-made to your goals and view your complete financial picture in real time.
Advanced Tax Strategies – Minimize taxes and maximize wealth by offsetting ordinary income, generating recurring tax benefits, and deferring capital gains taxes.
Alternative Investments – Access curated private opportunities spanning hedge funds, venture capital, private equity, private credit, and more.
Frequently Asked Questions
What wealth management services does Certuity offer in Denver?
Our Denver team provides comprehensive wealth management, family office services, tax strategy, estate planning, alternative investments, and executive compensation planning. We serve high-net-worth and ultra-high-net-worth individuals and families throughout the Denver area.
How is Certuity different from other wealth management firms in Denver?
We combine personalized advisory with institutional-quality access. Through our partnerships with accomplished asset managers, we provide access to alternative investments spanning venture capital, private equity, hedge funds, and private credit.
Does Certuity offer wealth advisory for Denver business owners?
Yes. Our Denver wealth advisors specialize in guiding business owners through liquidity events, including pre-sale planning, tax optimization, and post-sale wealth management. We also provide comprehensive advisory for executives managing equity compensation, concentrated stock positions, and complex income structures common among Denver's corporate leadership.
Why choose Certuity?
Certuity is led by entrepreneurs and professional investors who understand wealth creation firsthand. We bring institutional-quality capabilities to Denver families with boutique, high-touch service. As a fiduciary, we are legally obligated to act in your best interests.
Leadership You Can Trust
We don’t just talk about excellence—we’re ranked for it.
We deliver—year after year.
Experience the caliber of advice your wealth deserves.
- Investors who are (i) “accredited investors” as defined in Rule 501(a) of Regulation D under the Securities Act of 1933, as amended (the “Securities Act”), and who are (ii) “qualified purchasers” or “knowledgeable employees,” as defined in Section 2(a)(51) of the Investment Company Act of 1940, as amended (the “Investment Company Act”) and Rule 3c-5 thereunder, respectively, (iii) United States residents or citizens, and (iv) knowledgeable and experienced in financial and business matters such that they are capable of evaluating the merits and risks of an investment in the Fund.
- The Forbes Top RIAs ranking was given on October 1, 2025 and was created and tabulated by Forbes and Shook Research. The ranking was formulated based on the period of October 2024 - October 2025.
- The Barron’s Top 1,200 Advisors ranking was given for the years of 2014 - 2024 and was created and tabulated by Barron's. In 2025, the ranking was given on March 11, 2024 and was formulated based on the period of March 2024 – March 2025.