Kozak Tripp Private Asset Management
Stormy seas…weathered. A marathon, not a sprint.
Kozak & Tripp is a private asset management firm headquartered in Highlands Ranch, CO with clients from coast to coast. They provide financial empowerment through comprehensive wealth management services.
About
Kozak & Tripp is a private asset management firm headquartered at 1805 Shea Center Drive, Suite 280, Highlands Ranch, CO 80129. With clients from coast to coast, they place an emphasis on providing clients with financial empowerment.
Their services include financial planning, retirement planning, estate planning, investment management, and insurance. They use a 5-phase process: Initial Consultation, Analysis and Recommendations, Cooling Off Period, Implementation, and Communication and Monitoring.
Services
Financial Planning
Comprehensive financial planning using MoneyGuidePro system for retirement, tax, education, and estate planning.
Private Asset Management
Asset management focused on creating, managing, and preserving wealth with active portfolio management.
Retirement Planning
Retirement planning helping clients achieve their retirement goals through systematic approach.
Estate Planning
Effective estate management enabling clients to manage affairs during lifetime and control distribution of wealth after death.
Insurance Services
Risk management through disability income insurance, life insurance, and long-term-care insurance.
Charitable Giving Strategies
Strategies for charitable giving that maximize gift potential and generate tax benefits.
