3 Best Financial Services in Denver, CO

Steven, Jacob, Emily, and the whole team at CWG are top notch. Though I studied finance, worked in trading and private equity, and have paid close attention to personal finances over the years, it's clear I have so much to learn from Steven and his team. They are on another level when it comes to financial planning and wealth management. My wife and I are extremely grateful for the opportunity to work with such a professional, diligent, and detail-oriented group in the process of planning our financial future. The return on the investment we've made in CWG is well worth it. Highly recommended.

My wife and I are so happy with the work Steven and his team at CWG have done for us! They quickly delivered a comprehensive investment and retirement plan designed to meet our future financial objectives. We are now executing on this plan, and the CWG team is helping us at every step along the way. We're very impressed with CWG's financial knowledge and experience, and we are confident we will meet our goals if we follow the plan. We wholeheartedly recommend their services. We're looking forward to working with them for the rest of our lives.

I could not imagine a better financial planning experience. I was reluctant for years to commit to a financial service because I struggle trusting others with my finances. After working with Jacob, Steven, Emily, and the rest of the team for about four months now, I am so happy we chose CWG. Their recommendations made total sense and they explained the rationale clearly with tons of data. We will be long-term customers for sure.

Almost two years ago, my mother somewhat unexpectedly passed away. It was a lot to go through at the time, and investment was the last thing on my mind. I met Dan at my mother’s memorial, where he went out of his way to introduce himself with an amount of tact that I deeply appreciated. I didn’t know at the time, but my mother, Lori Cooney, had been his very first client. Over the next several months Dan was available for all my questions. He helped me to understand the situation and encouraged me to stay on as a client with him. Dan is quick, communicative, and highly professional. Dan truly cares for and looks out for the people whom he works with. He is more than just a financial advisor, he is a real person who treats others as real people, in a world where not many people still operate this way. From my own experience, Dan is not only intelligent and professional, but also a person who is genuinely going to look out for you and your family’s best interest.

Dan has been an absolute pleasure to work with- even though we are just starting our investing journey, Dan has been a fantastic listener and has explained any questions we might have (big and small). He is patient, available, and responsive to anything we might need, and has been an awesome advocate on our behalf. We have complete trust in him and excited to have him on our side while we reach toward our goals.

It has been a pleasure to work with Dan so far. Though early on in the process, I am impressed by Dan's attentiveness and dedication to his clients. He has made himself readily available to answer any and all of my questions and concerns promptly. I am looking forward to continuing this financial journey with Dan as my guide.