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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.

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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.

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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

Carrie A. Grey and Joshua Norman

Individuals and Families

Tax Challenges Every Business Operating in Multiple States Must Navigate

July 14, 2026 - Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch…

Darrick Priester

Partner & Director of Risk Management

Individuals and Families

The Tax Drag Hiding in Your Long-Term Financial Plan

July 9, 2026 - You’ve saved diligently. You have an IRA, a 401(k), and maybe an annuity. But there are decisions embedded in common retirement account structures that many…

Ty Parrish

Partner

Corporations

Process Over Outcomes: What Plan Fiduciaries Need to Watch in the Second Half of 2026

July 7, 2026 - Plan sponsors are simultaneously confronting heightened cybersecurity and distribution-fraud risk, SECURE 2.0’s Roth catch-up requirements, and an ERISA litigation environment increasingly focused on process and…

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

Call us to Schedule: (212) 202-1810

Contact Our Denver Office

Call Us: (212) 202-1810

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