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Strategic Philanthropy and Creating Your Lasting Legacy

Transform your charitable vision into a meaningful impact through philanthropic planning. We help strategize, structure, and optimize your giving while paying attention to overall tax efficiency.

Investment Management - Obermeyer Wealth
Boutique Wealth Management Firm - Obermeyer Wealth

Someone's sitting in the shade today because someone planted a tree a long time ago.

Warren Buffett

Expert Guidance for Impactful Giving

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.

Plan Your Philanthropic Legacy
Retirement Planning Consultants in Denver - Obermeyer Wealth

Charitable Vehicle Analysis & Recommendations

We evaluate and recommend charitable structures, considering factors like tax implications, administrative requirements, and family involvement to match your philanthropic ambitions.

Social Security Strategies - Obermeyer Wealth

Multi-Generational Giving Strategies

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.

Wealth Management Firm in Denver - Obermeyer Wealth

Tax-Sensitive Donation Planning

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.

Denver Wealth Management Services - Obermeyer Wealth

Large Enough to Serve You; Small Enough to Know You

Obermeyer Wealth Partners is an independent, fee-only wealth management firm. 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.

How We Invest

Frequently Asked Questions About Philanthropic & Charitable Giving

What's the difference between a donor-advised fund and a private foundation?

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.

How can I involve my children in our family's philanthropic efforts?

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.

What assets beyond cash should I consider donating?

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.

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Let’s Connect: Our Expert Advisors Are Ready to Help

Explore wealth management 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!

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