Denver Wealth Management, Inc.

I am incredibly thankful to Denver Wealth Management, Inc. clients, our dedicated and passionate team, and our families who have supported us the past 12 years. Being recognized as a Forbes top advisor is quite an honor that numerous people have aided in this achievement. Thank you for your trust, business, passionately caring for our clients, always bringing your A game, and striving for perfection while settling for excellence. Cheers to all of you who played a role in this goal that I thought was untouchable as a young man and thank you.

Are you Latvian? No?

Would you like to see a Latvian movie? Yes?!?!

Can you find Latvia on a map?

Great news:
Tomorrow night (Tuesday the 16th) in Denver, Co-hosted by Edite Saripova and Denver Wealth Management, Inc.

This event is a blast! We are looking forward to it.

Join us on June 28th at Kiowa Creek Sporting Club at noon for the Denver Wealth Management (Denver Wealth Management, Inc.) and Integrity Mortgage Co.( hosted Clay shoot benefitting the SFF.
$100 includes lunch. Participants will supply their own ammo & can bring their own gun or we will have guns for rent!
Green berets will be in attendance to teach and showcase their skills!

Link here to register: https://lp.constantcontactpages.com/sv/j9comk8/claysforcause

My son Bodhi is 4 today! Being he and his sister Zurie's dad is the best thing. Love you guys and happy birthday, Bodhi!!!

Woohoo! 𝗥𝗢𝗧𝗔𝗥𝗬 𝗟𝗢𝗕𝗦𝗧𝗘𝗥𝗙𝗘𝗦𝗧 is happening August 12th. This year's event will raise funds for Advocates of Routt County!

We are looking forward to a fantastic evening of Lobster, Silent Auction bidding, libations, dancing to Buffalo Commons, and lots of fun!

The event is sold out, but if you still want to contribute please consider donating at www.steamboatrotary.com Every penny will make a difference for all those served by Advocates of Routt County.

This event would not be possible without the generousity of our truly awesome sponsors. Please support those that support this community!

𝗥𝗼𝗰𝗸 𝗟𝗼𝗯𝘀𝘁𝗲𝗿 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗶𝗻𝗴 𝗦𝗽𝗼𝗻𝘀𝗼𝗿:
Yampa Valley Bank

𝗟𝗼𝗯𝘀𝘁𝗲𝗿 𝗦𝗽𝗼𝗻𝘀𝗼𝗿𝘀:
Central Park Management
Mesa Equestrian Center
Talon Grips
Kit & Peter Paulin
Western Paper Distributors
Denver Wealth Management, Inc.
Wells Fargo Advisors
Rocky Mountain Asphalt
Steamboat Lodging Company
Sung & Larry Loffredo
Rex's Family of Restaurants
Moz & Debbie Modzelewski
McCreight Progressive Dentistry
Alpine Bank
Steamboat Radio

𝗖𝗿𝗮𝗯 𝗦𝗽𝗼𝗻𝘀𝗼𝗿𝘀:
Adrienne Stroock, Steamboat Sotheby's International Realty
Solvorn Properties LLC
Steamboat Vision Clinic / Dan Austin
Alpine Lumber
Dana & Kiva Patten
SBTGRVL
Sleeping Giant Financial Services
HLCC Construction Company
Fair & Square Construction
Denver Iconics
Performance Concrete Construction
UCHealth
Steamboat Meat & Seafood Co.
Mythology Distillery

𝗖𝗿𝗮𝘄𝗳𝗶𝘀𝗵 𝗦𝗽𝗼𝗻𝘀𝗼𝗿𝘀:
Alpine Insurance Steamboat Brokers
Glas Deffryn Ranch
All Seasons Financial
Land Title
Debbie Aragon - State Farm Agent
Emerald Mountain Tax & Consulting
Catterson & Co PC
The Garner Group

This was a lot of fun to be apart of and glad DWM could help raise some money for good causes. Always makes us happy.

We would like to congratulate Karen and Blair on the birth of their baby girl, Zurie! She was born on April 2nd and has made it safely home. The entire Braden family is doing well and enjoying settling in with the newest member of their pack. We are sending the warmest of wishes to Karen and Blair, they deserve all the happiness Zurie will bring!

The second episode of our two-part House Hacking podcast is up! Industry pros Dan Mackin, T.J. Lile, and Norah Lile join us to discuss a hot topic: short-term real estate investing. We discuss the pros, cons, risks, and financing considerations when adding property to your portfolio. Find part one here: https://www.denverwealthmanagement.com/blog-01/house-hacking-part-1

Join us on March 8th for our 2022 Women Who Invest financial planning workshop! Organized around the six areas of financial planning, this presentation touches on the unique challenges faced by female investors. Associate advisor Edija Saripova, CPA will delve into various financial milestones, offering action items for every level of investor. Find more information or register here: https://www.denverwealthmanagement.com/events-01/women-who-invest

Our 2022 events are hitting the calendar! Join us on Tuesday, February 8th for our Basics of Investing webinar. Presented by associate advisor Austyn Garcia, this event is perfect for those who are just getting started on their financial journey. We'll cover topics including investment management, insurance, tax strategies, and more. Register here: https://www.denverwealthmanagement.com/events

Our thoughts are with our Boulder neighbors affected by The Marshall Fire. If you, your friends, or your family need some help right now, please send us a direct message. We are ready to help in any way we can.

Company culture and leadership go hand-in-hand. Recently, DWM advisor Austyn Garcia was a guest on the People Progressing Podcast, where he talked about finding motivation and happiness in his career. Austyn also touches on our culture at Denver Wealth Management, Inc. and the type of leadership demonstrated by our leaders, Blair and Zak. Watch the interview here: https://www.youtube.com/watch?v=5lUmadsoi5Y

We want to extend a big THANK YOU to our clients, friends, and family who continue to trust and support our DWM team. We’re proud to share that Blair Braden, CFP®, had the privilege of attending LPL Financial's 2021 Masters Conference in Scottsdale, Arizona, where he met LPL’s president and CEO, Dan Arnold. Masters recognizes and celebrates some of LPL’s top-performing advisors each year.

(Unfortunately, Blair forgot to snap a picture with Mr. Arnold, so we had to work some Photoshop magic.)

It’s that time of year again—time for our annual diaper drive!

In 2017, our team began helping a local organization called Diaper Denver Darlings. The community service project aims to help struggling families address the significant hygienic and overall health-related concerns associated with reusing disposable diapers.

In 2019, you donated just over 8,000 diapers—this year, we want to beat that! Our goal is to raise and match 8,500 diapers.

Please feel free to bring your donations by our office Monday-Friday, 8:00 am – 5:00 pm if you would like to participate. If you prefer, you may ship diapers to our office: 5299 DTC Blvd. Suite 1350, Greenwood Village, CO. 80111.

We will collect diapers until December 8th, when we load them up for local distribution.

Our 2021 retirement benefits webinar is available: Addressing Your Social Security Benefits. In this fundamental presentation, our managing principal, Blair Braden CFP®, discusses the in's and out's of the complex financial topic that is Social Security. Watch the full webinar here: https://www.denverwealthmanagement.com/addressing-your-social-security-benefits-2021

Best of luck to Zachary Bouck who is running the Boston Marathon today! The whole DWM office will be rooting you on, even if it's from miles away. Check in with Zachary's progress online (bib: 18035): https://boston.r.mikatiming.com/2021/?pid=tracking&pidp=tracking

Boston Athletic Association

We are 15 days out from one of our most popular educational workshops: Addressing Your Social Security Benefits. This event is perfect for all investors approaching full retirement age who have some questions regarding the complex financial topic that is Social Security. Join us in person at Eddie Merlot's (dinner on us) or join virtually via Zoom. Dinner spots are limited. Please register on our website: https://www.denverwealthmanagement.com/events/hybrid-webinar-addressing-your-social-security-benefits

Hybrid Webinar: Addressing Your Social Security Benefits You don't have to go at it alone! This webinar is designed to offer a complete overview of the Social Security process. If you are nearing retirement, join us for this live-streamed workshop.

Last weekend marked the first annual DWM team retreat. With a team spanning across the U.S., it's essential that we maintain solid relationships to better serve our clients.

Our team met for an extended weekend in Steamboat Springs, CO (families included), enjoying all the mountain town has to offer.

How to Invest a Large Windfall: In the most recent Mind of a Millionaire podcast episode, Zachary Bouck, CIMA® discusses how investors should approach windfalls (e.g., inheritance, lottery, etc.). Zachary analyzes a 2012 Vanguard study that compared lump-sum investing vs. dollar-cost averaging. Listen here: https://www.denverwealthmanagement.com/blog/mind-of-a-millionaire-podcast-how-to-invest-a-large-windfall

Mind of a Millionaire Podcast: How to Invest a Large Windfall Several folks have recently asked me the same question: what should I do if I’ve received a large sum of money? Should I invest it all at once?

The 2021 Denver Wealth Management Scholarship Golf Tournament is less than two weeks away. Join us on August 2nd for this fun and charitable event. Find full event details here: https://www.denverwealthmanagement.com/events/denver-wealth-management-charity-golf-tournament

We are very excited to officially announce our co-founder and Chief Investment Officer's (Zachary Bouck, CIMA) recognition in InvestmentNews' 40 Under 40 class of 2021. On behalf of our team, we are extremely proud of Zachary's dedication and accomplishments. Read more about his award here: https://40under40inadvice.com/winners/zachary-bouck/

Tomorrow is our 2021 Basics of Investing webinar—perfect for every beginner investor. We will discuss saving vs. investing, the power of compound interest, long-term tax considerations, insurance concepts, various investment vehicles, education savings plans, and more. Register on our website: https://www.denverwealthmanagement.com/events/webinar-the-basics-of-investing

Webinar: The Basics of Investing Whether you're just starting out or want to set your children and grandchildren on a path to financial independence, this virtual presentation is a perfect starting point.

Welcome to the team, Isaac Russo! Isaac will join DWM through the summer as an analyst intern, assisting with research and due diligence.

Isaac is a senior finance major and student athlete at Colorado Christian University. In his spare time, he enjoys hiking, mountain climbing, and spending time with family. Learn more about Isaac here: https://www.denverwealthmanagement.com/isaac-russo

To the ladies who take on the toughest job day in and day out, happy Mother’s Day! On behalf of the DWM team, we appreciate everything that you do.

(Warning: This video is a tear-jerker; have some tissues close by.)

https://www.youtube.com/watch?v=lKiYc6Dlnyc

Toughest Job in the World

This is a picture of our DWM Investment Committee taken during our April Portfolio Review Meeting. Team members joined from our headquarters in DTC, from Golden, Steamboat, Denver, and Estes Park.

In a rapidly evolving world, we’re taking every step to stay connected with our clients. Recently, we converted our conference room into a Zoom room, allowing us to administer virtual meetings and consultations more efficiently. With clients and team members spread across Colorado and the U.S., innovative communication systems are essential. Technology is neat.

We owe a big THANK YOU to Sarah Walter, CIMA®, ABFP℠ for presenting our 2021 Women Who Invest financial webinar. The content provided addresses a wide range of unique financial challenges that female investors face today, including action items for every all levels of investors. Find the recording here: https://www.denverwealthmanagement.com/2021-women-who-invest

Women Who Invest | Denver Wealth Management Today's female investors face new, unique financial challenges ranging from personal debt to estate planning and long-term care. This presentation addresses those challenges, leaving viewers with a variety of action items.

We published our first episode of the Mind of a Millionaire podcast ("Investing in a Bull Market") over two years ago. Today, 98 episodes later, Mind of a Millionaire reached 20,000 episode downloads!

We are thankful for our listeners, everything we've learned, and all of the incredible people that we've met along the way. Here's to the next 20,000! 🥂

We're excited to announce that we have officially opened registration for the 2021 Denver Wealth Management Scholarship Golf Tournament! Join us on August 2nd at Arrowhead Golf Course. Proceeds benefit the DTC Rotary Club's Sally Shuler Scholarship fund. Registration is limited to 84 participants. Find more information and RSVP here: https://www.denverwealthmanagement.com/events/denver-wealth-management-charity-golf-tournament