Nilsine Partners

Thoughtfully personalized wealth management.

Financial planner in Greenwood Village, CO (show on map)

5.0

★★★★★

2 reviews

Nilsine Partners is an independent, 100% owner-operated wealth management firm in Greenwood Village, CO providing thoughtfully personalized financial planning and investments since 2021.

Call (303) 529-5800

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About

Nilsine Partners is a Registered Investment Advisor headquartered in the Denver area at 5675 DTC Boulevard, Suite 175, Greenwood Village, Colorado 80111. Founded in 2021 by an existing team of financial professionals with over 150 years of experience, they provide generational wealth planning, financial planning & investments, multi-family office, and personalized advisory services.

Their interactive, process-driven approach crafts fully personalized financial roadmaps. At Nilsine, everyone is family and family comes first.

100% owner-operated firm

Over 250 aggregate years of experience

Human-first approach - 'everyone is family'

Independent - answers to clients alone

Founded in 2021 with over 150 years of combined prior experience

Services

Generational Wealth Planning

Planning services focused on building and preserving wealth across generations.

Wealth preservation Legacy planning Generational transitions

Financial Planning & Investments

Comprehensive financial planning and investment management services.

Investment management Financial planning Portfolio construction

Multi-Family Office

Multi-family office services for families with complex financial needs.

Family office services Comprehensive wealth management

Personalized Advisory Services

Advisory services built around individual priorities and pursuits with personal touch.

Personalized service Individual focus Customized solutions

Credentials & Certifications

SEC Registered Investment Advisor

CFP - CERTIFIED FINANCIAL PLANNER

CPWA - Certified Private Wealth Advisor

CRPC - Chartered Retirement Planning Counselor

CSRIC - Chartered SRI Counselor

CEPA - Certified Exit Planning Advisor

ABFP - Accredited Behavioral Finance Professional

Reviews

Rating

★★★★★

Reviews

"This is an excellent firm with very high quality people."

Frequently Asked Questions

What makes Nilsine Partners different? +

Nilsine is 100% owner-operated with over 250 aggregate years of experience. They take a human-first approach where everyone is family and family comes first.

What services does Nilsine offer? +

Nilsine offers generational wealth planning, financial planning & investments, multi-family office services, and personalized advisory services.

Where is Nilsine Partners headquartered? +

Nilsine Partners is headquartered at 5675 DTC Boulevard, Suite 175, Greenwood Village, Colorado 80111, with a second office in Salt Lake City at 2825 E Cottonwood Pkwy., Suite 500, Cottonwood Heights, Utah 84121.