Denver
Proudly Serving Colorado
Denver
1601 Wewatta Street
Suite 875
Denver, CO 80202
![Cluster of downtown Denver buildings shaping the cityscape](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/denver.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370659&s=60ecd64ab64265b9b2339009dd59dec0)
Buckingham Strategic Wealth's Denver team builds relationships by learning about our clients, their families, their goals and their financial lives, so we can create a custom, comprehensive wealth management plan. We provide objective advice based on an individuals specific financial situation to help them make informed decisions and keep them on track to meet their goals.
The Denver office joined Buckingham in 2016 through its acquisition of two firms: Denver Money Manager and WIN Wealth Management, both trusted advisors to individuals and families in the Rocky Mountain Region for decades. Today, we tap into Buckingham’s extensive resources, investment research and educational tools to design specialized financial plans while maintaining personalized service for every client we serve.
![Cluster of downtown Denver buildings shaping the cityscape](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/denver.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370659&s=60ecd64ab64265b9b2339009dd59dec0)
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Your Denver Team
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Mike Winterscheidt
CPA, PFS, CGMA
Wealth Advisor
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Joel Martin
CFP®, CKA®
Wealth Advisor
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Ryan Mitchell
CFP®
Wealth Advisor
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Aaron Grey
CFP®
Managing Director, Client and Advisor Experience
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Josh Chebul
CFP®
Associate Wealth Advisor
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Mike Orav
Client Service Manager
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Tess Bosley
Client Relationship Specialist
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AJ Cheang
Associate Wealth Advisor
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Blake Christensen
CPA
Associate Wealth Advisor
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
![Life isn't linear. Your plan shouldn't be, either.](https://buckingham-wealth.transforms.svdcdn.com/production/images/site/video-posters/Nonlinear-Animation-Poster_NoPlay.jpg?w=1920&h=1080&auto=compress%2Cformat&fit=crop&dm=1698776718&s=b83e6033f657374d75ea12cc6a504c35)
Enjoy some of our latest resources
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June 17, 2024
Are You Ready to Retire? 4 Questions to Consider
Many individuals approaching retirement are struggling with the question, “Am I ready to retire or should I continue working?” Here are some key points to consider when making this important decision.
Read the article -
June 03, 2024
Secure Your Next Adventure: Why Travel Insurance Shouldn't Be an Afterthought
Out-of-pocket travel costs can have a big impact on our finances. Wealth Advisor Susan Chesson shares why you should not forget to add insurance to your packing list.
Read the article -
May 20, 2024
Should You Hire a Professional to Manage Your Trust?
If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.
Read the article