LotusGroup Advisors

Make Life Count. Financial confidence for inspired living.

Financial advisor in Denver, CO (show on map)

5.0

★★★★★

2 reviews

Denver-based, independent wealth management firm serving individuals and families with financial planning, retirement planning, wealth management, and valuation & exit planning.

Call (720) 593-9861

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About

LotusGroup Advisors is an independent wealth management firm centered on people, based in Denver, Colorado. With $460M under management, they serve 200+ families and have been in business for 20+ years.

Their proactive, team-based approach offers financial planning, retirement planning, wealth management, and valuation & exit planning services.

$460M under management

200+ families served

20+ years in business

Independent (not tied to a broker-dealer)

Proactive, team-based approach

Services

Financial Planning

Navigating life's complexities with confidence through personalized financial plans addressing savings, wealth growth, retirement strategy, legacy planning, tax optimization, and risk management.

Savings Strategy Wealth Growth Retirement Strategy Legacy Planning Tax Optimization Risk Management

Retirement Planning

Partnering to design the next exciting chapter of life, exploring how clients want to spend their time, prioritizing goals, and allocating resources for a fulfilling retirement.

Retirement Lifestyle Design Income Planning Distribution Strategies Social Security Optimization

Wealth Management

Sophisticated blend of public and alternative investments to optimize portfolio performance and safeguard wealth, driving growth while minimizing risk.

Asset Allocation Alternative Investments Risk Management Growth Strategies

Valuation & Exit Planning

In-depth analysis of business to uncover key factors driving value, crafting strategic plan for lucrative and well-timed exit, including necessary improvements and transaction coordination.

Business Valuation Exit Strategy Transaction Team Coordination Value Enhancement

Credentials & Certifications

Registered with SEC

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is LotusGroup Advisors? +

An independent wealth management firm in Denver, CO serving individuals and families. They measure success by the impact they make in clients' lives and the clarity they help bring to financial decisions.

What services does LGA offer? +

Comprehensive wealth management including financial planning, retirement planning, wealth management, and valuation & exit planning for business owners.

Who does LotusGroup Advisors serve? +

Executives, business owners, pre-retirees & active retirees, and medical/dental practice owners.

Where is LotusGroup Advisors located? +

1005 South Gaylord Street, Denver, CO 80209. Phone: (720) 593-9861. Email: [email protected].

What is LGA's investment philosophy? +

They employ a sophisticated blend of public and alternative investments to optimize portfolio performance and safeguard wealth, using a data-driven approach to ensure investments are aligned with goals.