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EdgeRock Wealth Management
EdgeRock Wealth Management: Asesoría fiduciaria de confianza que aclara las opciones y protege el futuro.
5(5 reseñas)
Business
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EdgeRock Wealth Management: Asesoría fiduciaria de confianza que aclara las opciones y protege el futuro.
EdgeRock Wealth Management en Denver ofrece planificación financiera fiduciaria y servicios de consultoría. Los clientes elogian al personal cálido y atento y la orientación clara, con Kyle Shelley que ofrece análisis exhaustivos de carteras y opciones personalizadas. El equipo enfatiza una comunicación transparente, una planificación de la jubilación cuidadosa y estrategias diseñadas para hacer frente a la volatilidad del mercado, manteniendo a los clientes informados y tranquilos.
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Estrategias de cartera a medida diseñadas para minimizar riesgos y optimizar rendimientos basados en sus objetivos financieros.
Servicios de planificación integrales para ayudarle a prepararse para una jubilación segura y cómoda.
Supervisión financiera holística que incluye asignación de activos, planificación fiscal y estrategias patrimoniales.
Sesiones de asesoría individual para evaluar su portafolio y proporcionar opciones claras y prácticas.
Compromiso de actuar en su mejor interés con asesoramiento transparente y orientación ética.
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,
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.
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
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!
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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