Charlton Investment Service Inc

Graham is a Managing Director and Principal at the Robertson Stephens Denver office. He works with high-net-worth and ultra-high-net-worth individuals and families to implement customized multi-generational wealth solutions.Graham is also a Co-Founder and Chief Revenue Officer of Inclined Technologies, a SaaS software company focused on driving better long-term outcomes for whole life policyholders.Graham holds a (BA) from Denison University (Religion and Psychology) and is a member of the Denver Estate Planning Counsel.

The Robertson Stephens Denver office offers a team approach to managing your wealth where our collective expertise addresses every angle of your financial situation. We pool our resources, talents, and experience to help provide you with the best ways to make all the pieces work to your benefit. While each member of our team has deep knowledge of their specialty, we believe in collaboration and the sharing of ideas. We take our time to get to know you, ask the right questions, and listen intently to every detail of your financial situation as well as your worries, dreams, hopes, and goals. We integrate risk, asset, and wealth management with estate planning strategies into your overall wealth plan.

Derek is a Managing Director and Principal at the Robertson Stephens Denver office. Derek wants individuals and families to know that he and his team take tremendous pride in providing confidence and harmony around estate and financial objectives. He understands that assets are only valuable as part of a prearranged mosaic and is truly dedicated to being a dependable resource at every turn.