Sargent Bickham Lagudis - United States of America
Best Personal Wealth Managers – Denver
Sargent Bickham Lagudis is a fee-only financial advisor, offering customized investment management strategies and financial planning for individuals, families, and institutions. We are based in Boulder with offices in Denver, serving clients throughout Colorado and the United States. Our clients have counted on us for sound financial advice for over 25 years as they navigate through life’s most important decisions.
Our service approach is customized to your needs and each member of your team understands their role in achieving a high level of service. Our goal is to anticipate your needs, listen to you, and deliver service that exceeds your expectations. Whether your questions are operational, investment related or financial planning specific, your team of experienced professionals is available to help.
· Confidence in our capability and knowledge
We have assembled a group that includes three Chartered Financial Analyst® charter holders, six financial planning professionals, former investment bankers and CPAs, and a wide range of professional competencies.
· Understanding your unique investment needs
We work with our clients to establish a portfolio that will meet their long-term goals, while protecting what they already have. Tactical asset allocation, plus on-going investment reviews and adjustments, keeps our clients well-positioned through the ups and downs of the global market.
· Clarity for your financial life
Our in-depth data gathering and one-on-one interactive process results in a truly tailored financial plan that sets us apart. No templates or one-size-fits-all compromises here.
· Accountable to you
Our interests are completely aligned with our clients through our fee-only structure, which means we receive no commissions of any kind.
· A company you can count on
We have the deep knowledge and resources a discerning client requires, with a deft personal touch and strong long-term roots from our 26 year history in the community.