Denver Wealth Management, Inc.

Austyn Garcia is a Certified Financial Planner™ at Denver Wealth Management, Inc. with five years of industry experience. He has worked at both Denver Wealth Management and LPL Financial, LLC since 2018 and 2021, respectively. Outside of his advisory role, Austyn serves as Treasurer for the nonprofit Tech Center Toasters. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment advisory, financial planning, and retirement plan services. The firm employs a long-term, multi-variable investment approach that integrates a proprietary scoring process and access to algorithmic model-driven portfolios through LPL Financial.

Isaac Russo is a financial advisor with Denver Wealth Management, Inc. in Denver, CO, holding a Series 65 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC and DoorDash, as well as positions outside finance in education and hospitality. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of investment advisory, financial planning, and retirement plan services. The firm employs a long-term portfolio construction approach using a proprietary Summit Investment Process and provides both discretionary and non-discretionary management, combining a multi-variable scoring system with access to LPL Financial’s model-driven Guided Wealth Portfolios.

Joseph Garry is a CFP® professional with two years of industry experience, currently serving at Denver Wealth Management, Inc. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advisory work, he is a licensed insurance agent involved in the recommendation and implementation of insurance products. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of investment advisory, financial planning, and retirement plan services. The firm employs a long-term portfolio construction approach using a proprietary multi-variable scoring process combined with access to algorithmic model-driven investment programs.

Anthony Pelz is a financial advisor at Denver Wealth Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Providence Capital Partners, and TIAA. Pelz also provides administrative support to Denver Wealth Management, an independent investment advisor firm. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with a range of investment advisory, financial planning, and retirement plan services. The firm uses a proprietary Summit Investment Process focused on long-term portfolio construction, combining low-cost mutual funds and ETFs with selective use of individual securities and alternative investments.

Edite Saripova is a financial advisor with Denver Wealth Management, Inc. and holds a Series 66 designation. She has nine years of industry experience, including roles at Janus Capital Management and Janus Henderson Distributors. Edite serves as a board member of Cherry Creek Toastmasters. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with investment advisory, financial planning, and retirement plan services. The firm employs a long-term portfolio construction approach using a proprietary multi-variable scoring process alongside access to LPL Financial’s Guided Wealth Portfolios.

David Frum is a financial advisor with Denver Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Providence Capital Partners Inc., Western Wealth Management, LLC, and LPL Financial, LLC. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with investment advisory, financial planning, and retirement plan services. The firm employs a long-term investment approach using a proprietary multi-variable scoring process combined with access to LPL Financial’s Guided Wealth Portfolios.

Alexander Wimmer is a financial advisor at Denver Wealth Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with investment advisory, financial planning, and retirement plan services. The firm employs a long-term investment approach using a proprietary multi-variable scoring process alongside access to LPL Financial’s Guided Wealth Portfolios, managing portfolios constructed from low-cost mutual funds, ETFs, and other securities.

Bryson Braden is a financial advisor with Denver Wealth Management, Inc. in Denver, CO, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Denver Wealth Management since 2016 and has worked with LPL Financial since 2012. Outside of his advisory role, he hosts dogs as part of a home-based pet care activity and participates as a speaker in seminars. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through investment advisory, financial planning, and retirement plan services. The firm employs a long-term portfolio construction strategy using a proprietary Summit Investment Process, combining low-cost funds, individual securities, and alternative investments, while offering both discretionary and non-discretionary management alongside access to LPL Financial’s Guided Wealth Portfolios.

Zachary Bouck is a financial advisor at Denver Wealth Management, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at Providence Capital Partners Inc./Denver Wealth Management since 2016 and LPL Financial since 2012. Outside of his advisory roles, he is an author and is involved in a tax preparation and accounting business. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with investment advisory, financial planning, and retirement plan services. The firm employs a long-term portfolio construction approach using a proprietary scoring process and offers access to LPL Financial’s Guided Wealth Portfolios, managing a diverse range of investment options for nearly 900 clients.