Lighthouse Financial LLC

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

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