The Normandy Group
A Financial Plan as Dynamic as You Are
The Normandy Group is a Lakewood, Colorado-based Registered Investment Advisory firm serving individuals, families and businesses preparing for or in retirement, with over 75 years of combined experience.
About
The Normandy Group is a Lakewood, Colorado-based Registered Investment Advisory firm serving individuals, families and businesses. With over 75 years of combined experience and over 35 years serving individuals and families in the greater Denver area, they help those preparing for or in retirement to secure the future, manage risk and save money on taxes.
Their unique Dynamic Wealth Design process is extensively stress-tested to help clients overcome vulnerabilities, increase control and achieve goals.
Services
Financial Planning
Comprehensive financial planning covering personal wealth, social wealth, and financial wealth to help achieve balance and live the life you want.
Investment Management
Investment strategy that stays within your chosen level of risk while working toward your investment goals.
Estate and Tax Planning
Tax and estate planning to put the tax code to work for clients, helping eliminate or substantially reduce capital gain, income, estate, generation-skipping, and other taxes.
