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Philanthropic & Charitable Planning

Collaborating with clients to develop philanthropic strategies that align with their values and goals, including establishing charitable foundations, creating charitable trusts or donor-advised funds (DAFs), and maximizing the impact of charitable donations through tax-efficient techniques.

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Aspen Office

Obermeyer Place
501 Rio Grande Place, Suite 107
Aspen, Colorado 81611
Phone: 970.925.8747
Fax: 970.925.8723

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Denver Office

Cherry Creek North
200 Columbine Street, Suite 600
Denver, Colorado 80206
Phone: 303.321.8188
Fax: 303.321.8055

Obermeyer Wood Investment Counsel, located in Denver and Aspen, Colorado, offers a comprehensive range of financial services. These include Investment Management with a focus on Stock and Bond Selection and Asset Allocation, Financial Planning, Financial Literacy education, guidance during life and wealth transitions, Retirement Strategy, Philanthropic Advisory, Legacy Planning, and Family Meetings. Additionally, we host Thought Leadership and Networking Events and foster Professional Collaboration Between Advisors as part of our Wealth Management services.

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