Blissful Investments LLC

Baron Investments LLC, based in Aurora, CO, has been a prominent provider of college admissions test preparation services through its division, CollegeDrive, for nearly fifteen years. Due to shifts in the industry and college admissions policies, CollegeDrive will be closing its doors at the end of April. Despite this change, DriveSafe, another division of Baron Investments, will continue to offer high-quality drivers education programs and plans to expand services across Colorado. The dedicated tutors and teachers at CollegeDrive have been instrumental in helping students achieve higher scholarship funds and develop skills for college success, and will be supported as they transition to new opportunities. Generated from the website

Investment Trust Company provides comprehensive and integrated wealth management services to high net worth individuals and families. The goal of the principals of the firm was to build a Colorado-based, employee-owned organization dedicated to a high level of specialized service and individual attention in the management of private wealth. It provides a broad array of services including asset allocation, portfolio management, fiduciary services, financial counseling and family office services. As money managers, the company maintains an in-house portfolio management team that makes all investment decisions. Due to its emphasis on private wealth management, tax-efficient investing, wealth preservation and transfer strategies are integral parts of the management process. Investment Trust Company is located in Denver.

Bernstein Private Wealth Management, based in Denver, CO, specializes in providing tailored wealth management solutions for high-net-worth clients, including wealth creators, family offices, and institutions. With nearly 60 years of experience, the firm combines personalized service with exceptional research and sophisticated modeling to address the complexities of wealth management. With a presence in 21 cities across the U.S., Bernstein emphasizes a flexible approach to capital allocation, leveraging both in-house and external managers to meet clients' unique needs. The firm prides itself on its commitment to client relationships, ensuring that every client feels valued and supported in their financial journey. Generated from the website