Transform your charitable vision into a meaningful impact through philanthropic financial planning. We help strategize, structure, and optimize your giving while paying attention to overall tax efficiency.
”Someone's sitting in the shade today because someone planted a tree a long time ago.
Warren Buffett
Our team helps you evaluate and navigate various charitable vehicles, from donor-advised funds to private foundations, positioning your philanthropic strategy to align with your goals.
We evaluate and recommend charitable structures, considering factors like tax implications, administrative requirements, and family involvement to match your philanthropic ambitions.
Create meaningful family traditions around philanthropy while teaching financial stewardship to future generations. We help facilitate communication to engages your entire family in charitable giving.
Maximize the impact of your charitable contributions through strategic timing and asset selection, while managing tax implications through techniques like bunching and appreciated stock donations.
Obermeyer Wealth Partners is an independent, fee-only wealth management firm in Denver, Aspen, and Vail. Our investment philosophy emphasizes patience and long-term wealth preservation over speculative gains. Through strategic portfolio construction and disciplined financial planning, we help you build and protect lasting wealth for generations to come.
A donor-advised fund offers immediate tax benefits and simpler administration, while requiring less oversight than a private foundation. Private foundations provide more control and visibility but involve greater administrative responsibilities and costs.
An advisor can help engage multiple generations through family giving meetings, shared decision-making processes, and charitable mission statements. This approach helps teach financial responsibility while building a lasting family legacy.
Appreciated securities, real estate, or other assets can provide superior tax advantages compared to cash donations. An advisor can help identify assets for charitable giving, potentially reducing your tax burden while maximizing your charitable impact.
Explore philanthropic financial planning solutions with our approachable yet experienced team. Whether you’re looking to learn more about our investment philosophy or curious about our fees, let’s connect!
Obermeyer Place
501 Rio Grande Place, Suite 107
Aspen, Colorado 81611
Phn: 970.925.8747
Fax: 970.925.8723
Cherry Creek North
200 Columbine Street, Suite 600
Denver, Colorado 80206
Phn: 303.321.8188
Fax: 303.321.8055
Obermeyer Wealth Partners
137 Benchmark Road, Suite C103B1
Avon, CO 81620
Phn: 970.212.1999
Fax: 970.212.1990
