Unencumbered. Boundless.Fulfilled.

We are an independent investment management and financial planning firm that delivers total wealth management to help individuals, families and business owners enhance every aspect of financial life.


A New Firm with a Rich History

Our roots are deeply imbedded in Colorado, the Rocky Mountains and across the Western United States. Our mission is to be the complete and indispensable partner known and trusted by individuals, families and businesses across our great region for delivering exceptional value every day across every aspect of financial life.


Total Wealth Management

At Elk River Wealth, we advance the best interests of clients by using an objective, unbiased process. We take the time to understand each client’s complete financial picture, create a tailored plan and align the most essential wealth strategies and solutions across asset management, banking, insurance, alternative investments, trusts and estates.


Unencumbered. Boundless. Fulfilled.

At the heart of everything we do is our commitment to delivering a complete and unique experience to help people across our region build on their successes and live their lives unencumbered, boundless and fulfilled. These characteristics are symbolic of the feeling you get when experiencing the Elk River Valley, outside Steamboat, and reinforce why we chose the name Elk River Wealth Management.


Elk River Wealth Management: Financial Life Unencumbered. Boundless. Fulfilled.

Contact Us

Denver, CO Headquarters


Phoenix, AZ Office

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