Scope Wealth Management

James Brady is a financial advisor at Scope Wealth Management in Denver, CO, holding a Series 65 designation with over 16 years of experience. He previously worked at CBRE and Cushman & Wakefield, each for eight years. Scope Wealth Management provides personalized financial planning and discretionary investment management to private clients, including individuals, families, businesses, trusts, and estates. The firm uses a core-satellite portfolio construction approach, combining low-cost passive core holdings with a concentrated selection of individual positions and integrates option and derivative strategies within separately managed accounts.

David Johanson is a CFP® with 10 years of industry experience, currently serving as an advisor at Scope Wealth Management in Denver, CO. He has been with Scope Wealth Management since 2015 and also has experience with the Laramar Group. Scope Wealth Management provides personalized financial planning and discretionary investment management to private clients, including individuals, businesses, families, trusts, and estates. The firm employs a core-satellite investment approach that integrates option and derivative strategies within separately managed accounts, setting it apart from many peers.

Eric Johanson is a CFA® charterholder with 10 years of experience in the financial industry. He has been with Scope Wealth Management in Santa Monica, CA since 2015. Scope Wealth Management provides personalized financial planning and discretionary investment management to private clients, including individuals, businesses, families, trusts, and estates. The firm uses a core-satellite portfolio construction approach that integrates low-cost passive holdings with fundamentally selected individual positions and employs option and derivative strategies within separately managed accounts.