Berenz Wealth Management, LLC

Preserving Wealth. Securing Futures.

Tax preparation service in Littleton, CO (show on map)

Berenz Wealth Management provides investment management and financial planning services for individuals and families in Colorado.

Call (303) 734-7123

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About

Berenz Wealth Management is a registered investment advisor firm in Colorado providing personalized investment management and financial planning services. Led by Brian Berenz CFP, the firm focuses on understanding each client's unique goals and creating customized investment strategies.

As a separate entity from Berenz Tax & Associates, Berenz Wealth Management specializes in long-term wealth building and preservation.

Separate entity from Berenz Tax & Associates for focused wealth management

Brian Berenz CFP leading the firm

Personalized investment management and financial planning

Customized strategies based on each client's unique goals

Colorado-based local advisory firm

Services

Investment Management

Personalized investment management services focusing on portfolio construction, asset allocation, and ongoing portfolio monitoring.

Portfolio construction Asset allocation Risk management Ongoing monitoring

Financial Planning

Comprehensive financial planning services including retirement planning, estate planning, and goal-based planning.

Retirement planning Estate planning Goal-based planning Education funding

Wealth Preservation

Strategies focused on protecting and preserving existing wealth for long-term security.

Wealth protection Estate planning strategies Tax-efficient investing

Retirement Income Strategies

Planning for reliable retirement income through Social Security optimization, withdrawal strategies, and risk management.

Social Security optimization Income withdrawal strategies Healthcare planning

Credentials & Certifications

CFP (Certified Financial Planner)

Frequently Asked Questions

What is the difference between Berenz Wealth Management and Berenz Tax & Associates? +

Berenz Wealth Management is a separate registered investment advisor firm from Berenz Tax & Associates. While Berenz Tax focuses on tax preparation and accounting, Berenz Wealth Management specializes in investment management and financial planning for long-term wealth building and preservation.

What financial planning services does Berenz Wealth Management offer? +

Berenz Wealth Management offers investment management, comprehensive financial planning, wealth preservation strategies, and retirement income strategies including Social Security optimization and withdrawal strategies.

Who leads Berenz Wealth Management? +

Brian Berenz CFP leads the firm as founder and Certified Financial Planner. He specializes in investment management and financial planning for long-term wealth building.

What is Berenz Wealth Management's investment philosophy? +

The firm focuses on understanding each client's unique goals and creating customized investment strategies. They emphasize portfolio construction, asset allocation, risk management, and ongoing portfolio monitoring.

How does Berenz Wealth Management approach retirement planning? +

Berenz Wealth Management provides retirement income strategies including Social Security optimization, income withdrawal strategies, healthcare planning, and tax-efficient investing approaches.

Is Berenz Wealth Management a fiduciary? +

As a registered investment advisor, Berenz Wealth Management operates in a fiduciary capacity, putting clients' interests first in all investment recommendations.

What geographic area does Berenz Wealth Management serve? +

The firm serves clients primarily in Colorado, with offices in Littleton and Wheat Ridge.