Broadview Wealth Partners

James Dawson is a CFP® with 27 years of experience in the financial services industry. He is currently with Broadview Wealth Partners in Boulder, CO, and has held roles at Raymond James Financial Services and Integrated Capital Management. In addition to his advisory work, he has a part-time role as an independent contractor for the University of Colorado. Broadview Wealth Partners serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities, offering comprehensive portfolio management and financial planning. The firm uses a combination of qualitative and quantitative analysis to implement diversified asset allocation strategies, employing individual equities, fixed income, mutual funds, ETFs, and third-party money managers.

David Fellows is a financial advisor with Broadview Wealth Partners in Boulder, CO, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Raymond James Financial Services and Be Smart About Your Money, LLC. He is also associated with Integrated Capital Management, LLC, which supports his activities at Broadview Wealth Partners. Broadview Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities, offering comprehensive portfolio management and financial planning. The firm employs a disciplined investment process combining qualitative and quantitative analysis, diversified asset allocation, and periodic monitoring, with flexibility to include alternative investments and third-party money managers.

Jamie Sladky is a financial advisor at Broadview Wealth Partners in Boulder, CO, with 29 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. for 16 years. Sladky is also the owner of Innamorato Strategies, LLC, a holding company for Broadview Wealth Partners. Broadview Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities, providing comprehensive portfolio management and financial planning. The firm uses a combination of qualitative and quantitative analysis, diversified asset allocation, and periodic monitoring, with access to individual equities, fixed income, mutual funds, ETFs, and third-party money managers.

Dawn Jones is a financial advisor at Broadview Wealth Partners with 21 years of industry experience. She holds a Series 66 designation and has worked at Integrated Capital Management and Raymond James Financial Services Advisors, Inc. She is also involved with Integrated Capital Management, a support company related to her advisory work. Broadview Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities, providing comprehensive portfolio management and financial planning with a focus on diversified asset allocation and ongoing monitoring.