Financial Advisors in Denver, CO
2000 S Colorado Blvd
Annex Building- Suite 300
Denver, CO 80222
Focus Partners Wealth is your locally based investment advisor in Denver, CO on South Colorado Blvd. - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located in South Denver just minutes from Capitol Hill, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services in Denver, CO on South Colorado Blvd. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Denver Team
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Ian Barclay
CPA, PFS
Senior Wealth Advisor
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Alan Beugg
CFF®
Senior Wealth Advisor
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Billy Blase
MBA, ChFC®, TPCP®
Senior Wealth Advisor
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Alex Hock
JD, CFA
Senior Wealth Advisor
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Craig Jones
JD, MBA
Senior Wealth Advisor
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Kittye Tilford
CFP®, MBA
Wealth Advisor
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Regan Smith
CFP®
Wealth Advisor
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Dominic Dina
CFP®
Wealth Advisor
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Marvin Davies IV
CFP®
Associate Wealth Advisor
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Carmone Duncan-Copeland
FPQP®, CFP®
Associate Wealth Advisor
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Estelle Gonzalez
Operations Specialist
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Laura Greb
Client Service Associate
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Sarah Soptic
Client Service Associate
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Bryan Turnbow
Regional Vice President
Enjoy some of our latest resources.
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September 28, 2026
Social Security Claims at 62 vs. 67 vs. 70: What High-Net-Worth Retirees Should Consider
Many retirees focus on one question: Should I claim Social Security at 62, 67, or 70? For high-net-worth individuals, the answer often involves far more than maximizing a monthly benefit. Learn how taxes, Medicare premiums, spousal benefits, survivor protection, and portfolio withdrawal strategies can influence the right claiming decision for your retirement.
Read the article -
September 23, 2026
Two-Minute Market Focus: Markets Absorb a Fed Rate Hike as Valuations Ease
Markets largely absorbed the Federal Reserve’s first rate increase in three years, with U.S. large-cap stocks and bonds posting gains over the past seven days. In this week’s Two-Minute Market Focus, Todd Jones discusses recent market performance, the S&P 500’s more moderate forward valuation, and the SEC’s conditional step toward tokenized stock trading.
Listen to the podcast -
September 16, 2026
Monthly Investment Commentary: What $40 Trillion in Debt Means for Your Portfolio
The U.S. national debt has surpassed $40 trillion. Learn how rising debt, interest rates, and economic trends may affect investors.
Watch the video