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Wealth Transfer and Succession Planning

Assisting clients in developing strategies to transfer wealth to future generations, minimizing estate taxes, and ensuring a smooth succession of family businesses, including facilitating family meetings regarding wealth and values transfer.

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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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