EP Wealth Advisors

Investment Management Associates (IMA) is an investment firm based in Greenwood Village, CO, that specializes in low-risk value investing for long-term growth. Built on the principles of Benjamin Graham and Warren Buffett, IMA offers a unique twist to their investment approach, creating all-terrain portfolios designed to navigate through any financial terrain. With a research-based stock selection process and full transparency, IMA provides a custom-tailored portfolio and client experience, ensuring each client's personal investments are managed to maximize long-term growth while minimizing risk. With a direct line of communication to decision makers and a commitment to no conflicts of interest, IMA aims to provide a client-centric approach to investing. The firm's managers, including Vitaliy and Michael, have their own assets invested in the same stocks as their clients, emphasizing their belief in IMA's methodology. With a focus on building a strong client relationship and delivering thoughtful and timely communication, IMA strives to create a stress-free investment experience where clients can trust in the firm's expertise and dedication to their best interests.Generated from the website

Northstar Investment Advisors is a financial services firm based in Denver, CO, specializing in providing personalized investment strategies and wealth management solutions to individuals and businesses. With a focus on long-term financial planning and risk management, Northstar Investment Advisors aims to help clients achieve their financial goals and secure their financial future. Generated from their business information

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)