West End Wealth Management is a Denver-based wealth management company that creates smart financial plans and proven investment strategies for high net worth individuals, non-profit organizations, and corporations. The firm believes in the inherent value of clients' wealth and its impact on their family's future generations.
They combine financial planning and investing experience with a collaborative mindset to deliver tailored plans that transform clients' financial goals from dreams to reality. The team includes Marti Brust, Wealth Advisor, and John Trujillo, Portfolio Manager, both with extensive experience in managing complex financial plans and investments.
Personalized service over commoditization
Collaborative mindset
Tailored financial plans and investment strategies
Services
Cohesive Financial Plans
We build cohesive plans that integrate all aspects of your wealth.
Retirement PlanningInsurance ManagementCash Flow StrategiesSophisticated Transfer Tactics
Investment Management
We customize investment portfolios to support your family’s distinct financial goals.
Asset Protection & Risk ManagementTactical Asset AllocationTax Lot ManagementPortfolio Construction
Credentials & Certifications
CERTIFIED FINANCIAL PLANNER™
Since John Trujillo
Frequently Asked Questions
What investment services and advice can you provide me? +
West End Wealth Management manages investment advisory services to retail investors on a discretionary basis, providing comprehensive financial planning and investment recommendations tailored to each client's unique financial picture.
How will you choose investments to recommend to me? +
The firm takes a fundamental long-term approach to investing, reviewing each client's unique financial picture to provide disciplined risk-adjusted solutions as the cornerstone of every portfolio.
What is your relevant experience, including your licenses, education, and other qualifications? +
Marti Brust has over 20 years of experience in comprehensive financial planning, holds relevant certifications, and serves on several community boards. John Trujillo has over 25 years of experience in investment management, is a CERTIFIED FINANCIAL PLANNER™, and holds degrees from the University of Denver and University of South Florida.
What fees will I pay? +
The firm receives a fee as compensation for providing investment advisory services on your account, based on a percentage of the total account value, with a maximum annual investment advisory fee of 1.25% billed in arrears on a monthly basis. A minimum aggregated family balance of $1,000,000 is required.
Do you or your financial PROFESSIONALS have LEGAL OR disciplinary history? +
No. West End Wealth Management and its financial professionals have no legal or disciplinary history.
