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Obermeyer Wealth News | Winter 2025

Obermeyer Wealth News | Winter 2025 Marketpoint: Broadening Markets, Changing Policies 2025 As we close the books on 2024, we reflect on a year marked by remarkable market resilience, technological…

January 8, 2025

Video: Obermeyer Wood Quarterly Investment Outlook | Winter 2025

In our latest quarterly investment outlook video, Ali Phillips, President and Partner, reflects on our firm's milestone year in 2024 and introduces Adam Savin, Vice President of Investments and Partner,…

January 8, 2025

Financial Advisor 100 - Obermeyer Wealth

Obermeyer Wood Recognized by CNBC, Phillips Featured on CNBC’s “Closing Bell”

For the second year in a row, Obermeyer Wood has earned a place on CNBC’s esteemed Financial Advisor 100 ranking, coming in as the 23rd-ranked independent advisory firm in the…

October 24, 2024

Obermeyer Wood News | Fall 2024

Obermeyer Wood News | Fall 2024 Marketpoint: Volatility, Resilience, and a Fed in Easing Mode As we reflect on the third quarter of 2024, we recognize the uncertainty many of…

October 8, 2024

Quarterly Investment Outlook - Obermeyer Wealth

Video: Obermeyer Wood Quarterly Investment Outlook – Fall 2024

In our latest quarterly investment outlook video, Ali Phillips, President and Partner, shares our firm's updated perspective heading into the fourth quarter of 2024. We remain cautiously optimistic about the…

October 3, 2024

Video: Obermeyer Wood Quarterly Investment Outlook – Summer 2024

In our latest quarterly investment outlook video, Ali Phillips, President and Partner, shares our firm's updated perspective on the economy and markets heading into the third quarter of 2024. We…

July 5, 2024

Obermeyer Wood News – Summer 2024

Marketpoint: The Usual Suspects The American economy and financial markets continued to shrug off hawkish monetary policy in an impressive march forward through the first half of the year. Markets…

July 5, 2024

Obermeyer Wood Team Recognized by Forbes as Nation and State’s Top Wealth Advisors

We are excited to share that Forbes and SHOOK Research recently recognized our firm. Wally Obermeyer, Ali Phillips, and Dana Nightingale, representing our team’s collective efforts, were recognized for their…

May 22, 2024

Top 5 Tips for Women Seeking to Build Wealth

Women are a powerful force in the economy. Women manage the finances in a majority of U.S. households, and 99% of women in high-earning households are involved with financial planning. And the next…

May 7, 2024

Video: Obermeyer Wood Quarterly Investment Outlook – Spring 2024

In our latest quarterly investment outlook video, Ali Phillips, President and Partner, shares our firm's updated perspective on the economy and markets heading in to the second quarter of 2024.…

April 5, 2024

Obermeyer Wood News – Spring 2024

Marketpoint: The Bumpy Descent to a Soft Landing The U.S. economy kicked off 2024 by continuing its defiant march forward through the headwinds of the historic interest-rate-hiking campaign by the…

April 4, 2024

Obermeyer Wood Investment Counsel Announces Acquisition of Booth Creek Capital and Addition of Adam Savin

Obermeyer Wood Investment Counsel, a wealth management firm recognized by Forbes, Barron’s, and CNBC as one of the nation's leading independent advisors, is thrilled to announce the completion of its acquisition of Vail-based…

February 20, 2024