We are an independent investment advisory firm that embraces a financial planning platform in order to deliver comprehensive wealth management solutions to assist individuals, families and business owners in Colorado, Arizona, and across the United States with achieving their goals for financial success.
We combine the personal touch of a local firm with the full depth, breadth and trusted resources of a national firm.
Our incentive is to share in the success of our clients. We take an objective, unbiased approach to understanding each client’s complete financial picture. We then create a plan that aligns solutions to protect and grow their wealth. Our scope incorporates best-in-class solutions across asset management, alternative investments, banking, insurance, and trusts and estate assistance.
As an independent SEC-registered investment advisor (RIA), our solutions are rooted in the principle of putting the client’s interests above our own. We are unique in that we use a foundation of planning to assess a client’s financial needs in order to create a plan that touches every aspect of their financial life.
Our roots are directly linked to Howard T. Alexander who has been of service to clients for four decades. Beginning in the 1970s, Howard and his team provided investment management and other services to clients. Many of the Elk River current team members worked alongside Howard throughout the various decades and formed a strong bond dedicated to helping clients and giving back to the community. The current team knew that the needs and expectations of clients were evolving and a solution was warranted.
Returning to our roots was the solution to fulfilling our commitment to the best interests of our clients. That is why Elk River Wealth Management was created – a firm committed to delivering value across every aspect of financial life to help clients build on their success.
Wealth Advisor Growth Network (WAGN) focuses on helping select RIAs who want to deliver exceptional experiences and complete services to clients across their financial life. The firm is led by experts in the independent wealth industry who literally wrote the book on how to be The Essential Advisor and deliver better outcomes to clients. Elk River’s affiliation with WAGN means direct access to a world-class network of financial specialists and experts at the ready to collaborate and solve complex needs. Also, as WAGN will ensure the alignment of best-in-class talent, technology and infrastructure, Elk River can focus its time and resources solely on working with clients.
WealthShield is a third party investment consultant and was chosen by the team at Elk River to provide CIO support services. We collaborate with the WealthShield team on a daily basis to monitor the capital markets, and to strategize around security selection and asset allocation decisions. Their customized services equip our advisors with the cutting-edge technology, portfolio solutions, and operational support needed to effectively serve our clients’ investment needs.
Merchant Investment Management, LLC is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management. Through capital alignment, Merchant is a non-controlling and collaborative growth partner to firms that seek to scale their businesses effectively and create value for their clients by combining personalized and localized service with institutional backing and global access. By establishing and optimizing business infrastructure, providing access to organic and inorganic growth opportunities, designing and accessing bespoke investment solutions and providing collaborative capital solutions to address a variety of business needs, Merchant unlocks greater value and entrepreneurial opportunity.