EdgeRock Wealth Management

Taking wealth management to the next level

Financial planner in Denver, CO (show on map)

5.0

★★★★★

20 reviews

Independent wealth management firm offering custom portfolios, proactive tax strategy, and integrated financial planning for individuals, families, and business owners.

Call (303) 780-7350

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About

EdgeRock has worked since their founding to redefine what's possible in wealth management. As an independent, SEC-registered advisor, they combine open-architecture portfolio management with proactive tax strategy to deliver fully optimized, custom planning.

They serve clients seeking more detailed investment advice - whether navigating a major liquidity event, planning for retirement, managing concentrated assets, or building a multi-generational legacy.

Independent SEC-registered advisor

No broker-dealer conflicts

Custom portfolio design across public and private asset classes

Proactive tax strategy built into every plan

Integrated full-service wealth management

Focus on tax efficiency at every step

Services

Portfolio Management

Custom portfolio design across public and private asset classes. True diversification beyond stocks and bonds including infrastructure, private credit, real estate, and alternative investments.

Custom portfolio design Private investing access Tactical active management Risk management Open architecture

Tax Strategy

Proactive tax efficiency through coordination, timing, and intent. Services include tax-loss harvesting, direct indexing, Roth conversions, and qualified opportunity zones.

Tax-loss harvesting Direct indexing Roth conversions Qualified Opportunity Zones Year-round optimization

Income Design

Strategic income planning to maximize wealth through tax efficiency. Custom distribution strategies that adapt as life evolves.

Tax-efficient sequencing Portfolio & tax integration Flexible withdrawal timing Lifestyle planning

Legacy Planning

Integrated estate planning including charitable giving, multi-generational strategy, and unified family wealth planning.

Integrated estate planning Charitable giving strategies Multi-generational planning Donor-advised funds Trust structures

Business Owners Services

Comprehensive planning for business owners including entity structure, risk management, personal wealth transition, exit & succession planning, and philanthropy.

Entity structure optimization Exit & succession planning Liquidity event planning Business advisory

Credentials & Certifications

SEC Registered Investment Advisor

CEPA - Kyle O'Dell

CFA - Rob Foss

CPA - Grace Allbritten

IA CCP - Aaron Larson

CFP - Chip Von Eiff, Jerad Daniels, John Hill

Reviews

Rating

★★★★★

Reviews

"His wisdom, guidance and kindness are truly wonderful."

Frequently Asked Questions

What makes EdgeRock different from other wealth management firms? +

EdgeRock is truly independent with no broker-dealer, no commissions, and no incentives - they uphold a fiduciary standard that isn't compromised. They provide custom portfolios across public and private asset classes with proactive tax strategy.

What investment options does EdgeRock offer? +

EdgeRock offers access to a wide range of asset classes beyond stocks and bonds including private equity, private credit, real estate, infrastructure, commodities, natural resources, currency, Bitcoin, and more.

What is the EdgeRock approach to tax strategy? +

EdgeRock believes tax efficiency comes from coordination, timing, and intent - not one-off deductions. They provide year-round optimization including tax-loss harvesting, direct indexing, Roth conversions, and more.

What services do they offer for business owners? +

EdgeRock offers entity structure optimization, risk management, exit and succession planning, personal wealth transition, and philanthropy planning for business owners facing liquidity events.

What is EdgeRock's approach to legacy planning? +

EdgeRock focuses on integrated estate planning that goes beyond wills and trusts - coordinating beneficiary designations, ownership structures, and investment strategy to ensure plans function as intended.