<

Denver Office

Serving both individual wealth management clients and institutional organizations, Cerity Partners' Denver office brings comprehensive wealth management and outsourced chief investment officer solutions to Colorado and the Rocky Mountain region.

Contact Denver Office
Photo of the city of Denver
office image

Denver Office: 6900 E Layton Ave., Ste. 1150 Denver, CO 80237

M-F 9:00 AM - 5:00 PM

Contact Denver Office

6900 E Layton Ave., Ste. 1150 Denver, CO 80237

M-F 9:00 AM - 5:00 PM

We Know Denver

Denver’s rapid growth has made it one of the West’s most dynamic financial markets, attracting technology and energy professionals, entrepreneurs, and established families alongside a growing community of foundations and endowments requiring experienced investment oversight. Our Denver financial advisors serve high-net-worth individuals and families with skilled financial planning; while the Denver OCIO practice provides institutional clients with bespoke outsourced investment management and rigorous fiduciary oversight. Both practices draw on Cerity Partners’ national resources to bring Denver clients the guidance of a recognized firm with genuine knowledge of this market.

Wealth Management Services in Denver

Denver clients benefit from comprehensive personal wealth management incorporating investment solutions, tax planning, estate planning, and risk management; as well as institutional OCIO services including outsourced investment management, multi-asset class portfolio construction, mission-aligned investing, and dedicated fiduciary oversight.

Contact Denver Office

Wealth Management  >

The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.

Investment Solutions  >

Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.

Estate & Gift Planning  >

Our sophisticated estate and wealth transfer strategies help you preserve your legacy while helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.

Financial Planning  >

Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.

Insurance Planning & Risk Management  >

Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.

Tax Planning & Preparation  >

We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.

Our Team of Financial Advisors in Denver

Cerity Partners’ Denver team serves both wealth management and institutional OCIO clients as dedicated fiduciaries; combining specialized knowledge of the Colorado and Rocky Mountain market with the full strength of our national platform.

Meet Our Full Denver Team

Our Latest Insights

Elizabeth Dawson

Partner

Cross-Border Planning

A Personal Finance Guide for US Expats Living in Canada

June 16, 2026 - Canada is an appealing destination for successful Americans: It has a high quality of life, stunning scenery, and a culture that feels familiar yet refreshingly…

Scott Lenet

Partner

Corporate Venture Capital

How to Be a Board Observer

June 12, 2026 - The norms in venture capital have changed over the last several decades. As a result, it’s not abnormal for professional venture capitalists to assume a…

Incentive Stock Options

The Post-IPO Lockup Playbook for Equity Holders

June 12, 2026 - If you’re an employee or equity holder of a company undergoing an IPO, your shares may be your single largest financial asset. With several major…

Additional Nearby Office

Louisville

801 Main St

Louisville, CO 80027

Our Louisville, Colorado wealth management office serves clients across Boulder County and the greater Front Range with personalized financial guidance backed by a nationally recognized firm.

Contact Louisville Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Denver Office

Our Denver office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Denver Office

6900 E Layton Ave., Ste. 1150

Denver, CO 80237

Contact Our Denver Office

Call Us: (212) 202-1810

Request an Introduction:

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here