EdgeRock Wealth Management

Name: EdgeRock Wealth Management
Address: 7001 East Belleview Avenue, Denver, CO, 80237, US
Telephone: (303) 780-7350
Price range: $$$
Rating: 5

EdgeRock Wealth Management: Trusted fiduciary guidance that clarifies options and protects futures.

5(5 reviews)

financial-advising

$$$

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About

EdgeRock Wealth Management in Denver provides fiduciary financial planning and consulting services. Clients praise warm, responsive staff and clear guidance, with Kyle Shelley delivering thorough portfolio analyses and tailored options. The team emphasizes transparent communication, thoughtful retirement planning, and strategies designed to weather market volatility while keeping clients informed and at ease.

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Location

7001 E Belleview Ave #800, Denver, CO 80237, USA

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Information

7001 East Belleview Avenue

Denver, CO, 80237

(303) 780-7350 www.edgerockwealth.com/

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Services

Personalized Investment Management

Tailored portfolio strategies designed to minimize risks and optimize returns based on your financial goals.

Retirement Planning

Comprehensive planning services to help you prepare for a secure and comfortable retirement.

Wealth Management

Holistic financial oversight including asset allocation, tax planning, and estate strategies.

Financial Consultation

One-on-one advisory sessions to evaluate your portfolio and provide clear, actionable options.

Fiduciary Services

Commitment to acting in your best interest with transparent advice and ethical guidance.

5.00 · 5 reviews

Overall rating

Gene Barth

via Google

· 1 year ago

Yesterday we had the opportunity to meet at the Edgerock offices for our annual review. It was such a pleasure for us to do so. We are most grateful for the kindness and warmth which your staff welcomed us, during a very stressful time for us, which put us at ease. Thank you to Danielle, Hope, Chip, Rob, Kelly, Angelina, yourself and those behind the curtains who we don't see but play an important role in the manner in which your business is run. We appreciate Chip's knowledge, guidance, and advance preparation and for taking the time to answer our questions. I love the fact that Chip is willing to share his perspectives even when he realizes that we are not necessarily aligned. This makes for a stronger plan for achieving our family's financial goals. We know that everyone's time is valuable but we never feel rushed when we meet with your team. Our trust in Edgerock Wealth Management continues to grow. With high regards and thankfulness,

Larry Coulson

via Google

· 1 year ago

We have been with EdgeRock long enough to know that when Wall Street takes a nose dive, (and we know it will) our investments will weather the storm. The wizards at EdgeRock are quick to make adjustments to minimize losses, while others are running around with their hair on fire. EdgeRock has done this for us several times. Also no matter the size of your account, EdgeRock will put in the effort to fully analyze your situation and give you all the options making sure you fully understand your situation.

Diane Bacino

via Google

· 3 years ago

One of the greatest financial decisions I have made is working with the EdgeRock group! From the moment I met my advisor Kyle Shelley, I knew he had my best interest in mind. He took the time to listen to my retirement goals as we set up a realistic plan to get me there. The client/advisor communication is stellar; the entire staff is caring. I am at peace knowing are looking out for me during these often turbulent financial times. Thanks EdgeRock! Diane Bacino

Darryl Anderson

via Google

· 3 years ago

We have had several meetings with Kyle Shelley before we moved our portfolio to EdgeRock. We appreciate all the time he spent evaluating our portfolio from a different wealth management firm and designing a portfolio that best fits our financial needs. Kyle has done everything we have asked and more. No detail is too small. We feel we can trust Kyle to look out for what is best for us!

Sandy H

via Google

· 5 years ago

Moving to Kyle and team has been a great move for my husband and me. Given his role as a fiduciary, he has really helped us plan for our future in a way our prior advisor had not. He has presented numerous options to us for consideration on how we'd like to manage our portfolio, clearly helping us understand the advantages/disadvantages of each option. He explains things in a way that is easy to understand as well. The entire EdgeRock team is responsive and really makes you feel like a valued client. We highly recommend this group.

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