Retirement is one of life’s biggest transitions, and we’re here to help you navigate it with confidence. We’ll help you feel ready for whatever comes next with personalized guidance and practical retirement plans.
”You only have to do a very few things right in your life so long as you don't do too many things wrong.
Warren Buffett
Retirement planning is more than just saving money—it’s about building a future that reflects your goals and lifestyle. We offer comprehensive investment management services to help you set clear retirement goals, estimate how much you’ll need, and create strategies to get there. From navigating government programs like Social Security and Medicare to crafting effective savings and spending plans, we’re here to make the process straightforward and stress-free.
Your retirement plan should reflect your full financial story. We take the time to understand your goals, savings, and investments to create a plan that fits you.
Life changes—and when it does, your plan should, too. We’ll adjust your strategy along the way to help keep everything on track.
One key to an achievable retirement plan is to make sure you are being efficient when living off of your savings. We help with tax-smart strategies for your investments and withdrawals.
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.
Planning begins by discussing what’s important to you—your goals, lifestyle, and any questions you might have. From there, a practical plan is created. Tools like retirement calculators can provide some clarity, but a wealth advisor’s role is to help guide you through decisions, assumptions, and potential forks in the road.
Planning for retirement can be complex, and having an experienced partner can provide the guidance and support you need to navigate it successfully. The right advisor to simplify the process, offer tailored advice, and give you the confidence to know you’re on the right path.
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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!
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
