Obermeyer Wood Voted Best Wealth Manager and Financial Planner in Colorado
Colorado business leaders voted Obermeyer Wood as the top wealth manager and financial planner in ColoradoBiz Magazine's 2020 Best of Colorado Business Choice Awards.
Colorado business leaders voted Obermeyer Wood as the top wealth manager and financial planner in ColoradoBiz Magazine's 2020 Best of Colorado Business Choice Awards.
We are honored to share the news that Ali Phillips and Dana Nightingale have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2020. Obermeyer Wood is the only Registered Investment Advisor with two team members ranked in the top 20 in the state of Colorado. Click the link below to learn more.
The COVID-19 coronavirus pandemic has been an emotional and exhausting time for everyone. We have felt anxious and fearful for our own health and the health of our loved ones. Stay-at-home orders, social distancing, school cancellations, and employment challenges have rapidly become the new normal.
The Spring 2020 edition of Obermeyer Wood News is here! In our latest installment, we examine why there are reasons for hope in this pandemic-afflicted economy. We remind ourselves that global markets have encountered crises of different scopes and proportions in the last century—with each crisis feeling dire and insurmountable at the time, only for a recovery to take place time and time again. We also highlight one of the most rewarding services that we offer: multi-generational family meetings, where we act as a third party in facilitating discussions about family wealth.
We are excited and humbled to announce that Wally Obermeyer of Obermeyer Wood Investment Counsel has been named by Barron's as one of the top 1200 financial advisors in the country for the ninth consecutive year.
It can take decades of hard work, discipline, and a commitment to sound financial principles to be fortunate enough to accrue the level of wealth that will last your family for generations. Unfortunately, that precious sweat and financial equity can disappear at an alarmingly fast rate. Below are some communication strategies that can help put your family on the path to financial peace of mind.