Denver Wealth Management

Denver, Colorado

4700 S Syracuse St
Suite 610
Denver, CO 80237
Phone: 720.710.4880
Fax: 303.967.2360

Get in touch

Our Denver wealth management team can work with you to create a personalized financial plan designed for your big picture. Our in-house expertise addresses all aspects of your financial goals, including wealth and retirement planning, estate and tax strategies, insurance and risk assessments, philanthropy, private investments, and real estate, as well as financial planning for business owners and multi-generational family wealth. 

Our team has a fiduciary responsibility to put your interests’ first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today.

As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including St. Vincent de Paul, YoungLife, Humble Design, Hope Place, and Project C.U.R.E.

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Meet your Denver wealth management team

Alex Cannella

Associate Advisor

When it comes to my role, I take pride in doing all I can to help clients handle all aspec...

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Brennan Holmes

Associate Advisor

I love what I do and the families I do it for. I’m grateful for the relationships I have w...

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Bryce Baker, CFP®

Lead Advisor

Joe Volcheck serves as an advisor in Brighton Jones' Denver office.

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Joe Volcheck, CFP®

Advisor

I am responsible for thinking strategically with our clients about their life plans and en...

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Kory Leadon, CFP®

Senior Lead Advisor

As the Growth and Operations Director in our Southwest Region region I work with potential...

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Kristen Purnell

Richer Life Business Partner

As the growth and operations manager for the Southwest region, I strive to create strong r...

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Mackenzie McMillan

Executive Assistant

I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...

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Scott Greve

Director of Real Estate Group

I am grateful to be on a team that emphasizes collaboration of expertise to build holistic...

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Shaun Mize

Associate Advisor

Talk to a Denver financial advisor

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."

    Dan S., Brighton Jones client