Legacy Edge Advisors | Charles Hawes, CFP®

Tailored Strategies, Timeless Values

Financial consultant in Lakewood, CO (show on map)

Legacy Edge Advisors provides personalized wealth management, retirement planning, estate planning, and tax strategies for professionals in education, healthcare, and non-profit sectors.

Call (720) 303-0871

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About

Legacy Edge Advisors, led by Charles 'Chuck' Hawes, CFP with 19 years experience and Ken DeNicolo with 18+ years experience, offers personalized financial services designed for professionals in education, healthcare, and non-profit sectors. Services include wealth management, retirement planning, estate planning, tax strategies, and investment management.

Located at 200 Union Blvd., Suite 200, Lakewood, Colorado.

Over 37 years of combined experience

Specialization in education, healthcare, and non-profit sectors

Client-first personalized approach

Advanced tax and investment strategy modeling

Securities offered through Charles Schwab & Co.

Services

Wealth Management

Strategic wealth management services to elevate financial health.

Investment management Income planning Portfolio strategy

Retirement Planning

Comprehensive planning for a prosperous and comfortable future.

Retirement income strategy Long-term planning

Estate Planning

Safeguarding legacy with guidance on wills, trusts, and tax-efficient strategies.

Will preparation Trust planning Tax-efficient strategies

Tax Strategies

Optimizing financial profiles and reducing liabilities through advanced tax planning.

Tax optimization Asset location Future tax planning

Investment Management

Personalized investment strategies catering to individual risk tolerance and goals.

Risk assessment Goal alignment Portfolio management

Credentials & Certifications

Certified Financial Planner (CFP)

Accredited Asset Management Specialist (AAMS)

Frequently Asked Questions

What services does Legacy Edge Advisors offer? +

The firm offers wealth management, retirement planning, estate planning, tax strategies, and investment management services.

Who are the primary advisors at Legacy Edge Advisors? +

The firm is led by Charles 'Chuck' Hawes, CFP (with 19+ years experience) and Ken DeNicolo (with 18+ years experience).

Where is Legacy Edge Advisors located? +

The office is located at 200 Union Blvd., Suite 200, Lakewood, Colorado (Denver area).

What industries does Legacy Edge Advisors specialize in? +

The firm specializes in serving professionals in education, healthcare, and non-profit sectors.

Contact Legacy Edge Advisors | Charles Hawes, CFP®

Legacy Edge Advisors | Charles Hawes, CFP®

Address

200 Union Blvd Suite 200, Lakewood, CO 80228

Phone

(720) 303-0871

Website

charleshawes.com

Opening Hours

Sunday

Closed

Monday

8 am–5 pm

Tuesday

8 am–5 pm

Wednesday

8 am–5 pm

Thursday

8 am–5 pm

Friday

8 am–5 pm

Saturday

Closed

Location

Location of Legacy Edge Advisors | Charles Hawes, CFP®, 200 Union Blvd Suite 200, Lakewood, CO 80228 · View on Google Maps

Get in Touch

Ready to work with Legacy Edge Advisors | Charles Hawes, CFP®?

Reach out today to schedule a consultation.

(720) 303-0871

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