Pedgett Investment Co

Leith Ventures LLC is a professional financial advisory firm located in Denver CO. Specializing in personalized investment strategies and financial planning they aim to help clients achieve their financial goals. With a team of experienced advisors Leith Ventures LLC offers tailored solutions to meet individual needs ensuring clients are well-informed and confident in their financial decisions. Generated from this place's information

IMPACTfolio, based in Denver, CO, is an investment advisory firm that specializes in Triple Bottom Line Investing, integrating sustainability into their core investment philosophy. They offer flat fee annual retainer services for financial planning and impact investing, focusing on creating portfolios that align with environmental, social, and governance principles. With a commitment to maximizing impact, IMPACTfolio screens out poor investments, identifies opportunities, and enables clients to invest with purpose by combining the 3 P's - Planet, People, and Profit. Their holistic financial planning approach considers various aspects such as goal planning, retirement planning, risk management, and estate planning to create a comprehensive roadmap for clients' financial futures.Generated from the website

Peak Financial Advisors is a non-traditional investment management firm based in Denver, CO. With over twenty years of experience, their team of Certified Public Accountants and Certified Financial Planners provide unbiased advice and personalized financial planning services to a limited number of individuals and families. They strive to bring organization and clarity to their clients' financial lives, helping them strike a balance between living for today and achieving long-term financial independence. With a simple, transparent, and collaborative approach, Peak Financial Advisors listens to their clients' goals and helps them plan for the future. They specialize in investment management, financial planning, managing major life changes, minimizing taxes, and providing real-time account aggregation. Their team is dedicated to providing the highest level of service and is committed to helping their clients succeed and sleep well at night, regardless of market conditions.Generated from the website