Private Wealth Management in Denver

Gill Capital Partners knows that money is personal. Introducing Encompass℠, a 360° approach to planning, investing and managing all aspects of your financial life — designed to give you back time and peace of mind. Encompass is a customized solution in eight different yet intertwined financial disciplines. Once you are set-up, you can track every aspect of Encompass online through eMoney Advisor. For an in-depth look, take a tour of Encompass. And whether you need one, or two, or all eight services, Gill Capital Partners will develop the right offering for you.

Our personalized approach to private wealth management begins with a financial plan. As one of Denver and Colorado’s most respected wealth management firms, Gill Capital Partners employs a five-step planning process — consistent with the Certified Financial Planner Board of Standards. To learn more about our approach to ensuring your plan helps you achieve your goals, download our financial planning brochure.

Explore our wealth management services below. Contact us with any questions or when you’re ready to begin planning for your financial future.

Money Management

Analyzing your asset allocation and recommending appropriate diversification

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Multi-Generational & Estate Planning

Preparing your money for the family and your family for the money through wills and trusts

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Tax Planning, Preparation & Services

Recommending the most advantageous tax strategy to protect your net worth

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Insurance Planning

Ensuring the right coverage using efficient vehicles to create and protect your estate

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Education & College Savings Plans

Navigating options for your children, including 529s, Education IRAs and more

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Charitable Giving

Giving back made easy and rewarding as you learn about various donor options

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Retirement Planning

Determining the strategy based on the market and your proximity to retirement

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Cash Management

Overseeing the care and handling of daily accounting, such as bill pay and budgeting

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