Cerity Partners

EdgeRock Wealth Management is an independent financial services firm based in Denver, CO. They specialize in helping individuals, families, and companies create customized strategies using a range of investment and insurance products to meet their unique needs and goals. With a team of experienced advisors, EdgeRock provides services such as minimizing tax exposure, protecting against market volatility, maximizing savings, and creating comprehensive retirement plans. Their mission is to help clients make informed financial decisions and provide the confidence needed to turn savings into fulfilling experiences.

As a SEC Registered Investment Advisor, EdgeRock Capital, LLC offers advisory services, ensuring that clients receive expert guidance and support. The firm emphasizes the importance of understanding individual risk tolerance and aligning investment portfolios accordingly. With a focus on long-term financial security, EdgeRock aims to provide clients with predictable income, healthcare planning, legacy planning, and comprehensive estate planning. Through their events and seminars, they offer educational resources on topics such as taxes, investing, and retirement. EdgeRock Wealth Management is committed to helping clients navigate the complexities of financial planning and achieve their financial goals.

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