Financial Concierge Services Denver | GHP Investment Advisors
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The Financial Concierge Is In

What Is Financial Concierge?

Managing your money means more than making a financial plan and trading stocks. It means taking on a number of difficult tasks and solving a wide range of complex problems. Whether it’s something as basic as filling out paperwork or as involved as planning your estate, it’s easy to get lost. That’s why GHPIA developed a suite of services we call Financial Concierge. Our Financial Concierge team can walk you through financial mazes, take burdensome tasks off your plate, and bring you greater financial peace of mind. 

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Time Is Not On Your Side. We Are.

Dinner and a show? Not exactly. Think of our Financial Concierge as your personal financial assistant — relieving you of everyday burdens ranging from basic financial housekeeping to high-level financial issues. Our goal is to make your life easier, and it’s all part of your regular asset management fees. 

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We’re In The Relationship Business

We recognize your time is valuable, so we are your financial partner and collaborator. Our Financial Concierge can help you with:

  • Completing burdensome paperwork. 
  • Locating experts for a variety of financial questions such as Social Security, Health Insurance, Mortgages, Business Valuations, etc.
  • Sitting by your side in meetings with your Accountant or Attorney.
  • Communicating with financial institutions such as insurance companies, banks, or brokerage firms.
  • Reviewing and understanding financial documents, including the fine print.
  • Coordinating and advising on charitable contributions.
  • Review of investments in 401(k) and 529 plans not managed by GHPIA.
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Finding Help When You Need It

GHPIA maintains relationships with leading accounting firms, attorneys, business advisors, insurance agents, consultants, bankers, M&A experts, and real estate professionals. If you already have established relationships, we can work directly with them. With our Professional Services Reimbursement Allowance (PSRA), the cost for many of these services may be covered by GHP Investment Advisors.

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Market Perspectives

Gain key insights from our trusted and respected wealth managers. Keep up with current market conditions that may impact your financial future.

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Tax Planning Ideas

Year-end is always a good time to evaluate your current tax situation, with an eye toward future changes.

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