Since 1982, clients nationwide have trusted our financial planning and investment management to help them achieve goals through sound advice, careful planning, and clear communication.
Meet the Founders of Obermeyer Wealth
Wally Obermeyer
FOUNDER | IN MEMORIAM
Wally founded Obermeyer Asset Management after serving as regional vice president of Heritage Trust and Asset Management from 1994 to 1997. He had a broad range of business and financial experience, including managing his family’s ski apparel business and founding a hydroelectric generation company. Wally earned his MBA from Harvard Business School and a BA, cum laude, from Harvard College. Wally formerly chaired the Denver Museum of Nature & Science Foundation Board and was on the Aspen Center for Environmental Studies board. He completed a 12-year term on the Gates Family Foundation Board, where he also chaired the Investment Advisory Committee.
Wally was recognized for more than a decade in leading industry rankings, most recently by Forbes (“Top Wealth Advisors” in 2025 and “Best-in-State Wealth Advisors” in 2025) and Barron’s (“Top 100 Independent Advisors” in 2024 and “America’s Top Independent Advisors” in 2025). Obermeyer is also one of Barron’s 2019 Hall of Fame advisors in recognition of being ranked on the Top 100 list for over ten years.
You can read more about Wally in both the Forbes and Barron’s advisor directories.
George F. Wood, CFA
CO-FOUNDER | IN MEMORIAM
George was our firm’s co-founder. He retired from Obermeyer Wealth in 2019.
George founded Wood Investment Counsel, LLC, in 1982 to provide independent investment management. He began his investment career in 1969 as an investment analyst with Stein Roe & Farnham, a leading investment advisory firm in Chicago, where he became a partner. He was subsequently with State Farm Insurance, where he was responsible for investment analysis and portfolio management. George held an MBA from the University of Chicago and a PE (Professional Engineering) degree in chemical engineering from the Colorado School of Mines. He served on the Colorado School of Mines Foundation Board of Governors and was a member of our Investment Committee.
