Upcoming Events
Your path to financial clarity begins here
EdgeRock events go beyond the basics of personal finance to help families learn what’s possible.
Join us at the Highlands Ranch Library for a unique discussion on estate planning. designed to help families protect what they’ve built and pass it on with clarity. In this session, we will be joined by Nick Bjorklund of Birch Grove Legal to walk through essential strategies for organizing your legacy—proper entity structure, reducing avoidable taxes, and making sure your wishes are carried out smoothly. If you want to feel more confident about the decisions that shape your family’s future, this is an easy place to start.
- Navigating complex family dynamics
- Knowing the right entity structure for you
- How to properly fund a trust
- Maximizing your impact with tax planning
Join us for an evening at Devil’s Kitchen in downtown Grand Junction. Learn how to take your financial plan to the next level—covering advanced topics ranging from portfolio management, tax strategy, and legacy planning—and enjoy some of the city’s finest steak and seafood. Space is limited. Please call to inquire about availability.
- Maximizing your CPA: Tax optimization for the future
- Private Investment: Does this make sense for you?
- Legacy Planning: How to enhance your estate plan
- Why finding the right financial relationship is so important
Join us for an evening at Ocean Prime in the Denver Tech Center. Learn how to take your financial plan to the next level—covering advanced topics ranging from portfolio management, tax strategy, and legacy planning—and enjoy some of the city’s finest steak and seafood. Space is limited. Please call to inquire about availability.
- Maximizing your CPA: Tax optimization for the future
- Private Investment: Does this make sense for you?
- Legacy Planning: How to enhance your estate plan
- Why finding the right financial relationship is so important
Join us for an evening at Ocean Prime in the Denver Tech Center. Learn how to take your financial plan to the next level—covering advanced topics ranging from portfolio management, tax strategy, and legacy planning—and enjoy some of the city’s finest steak and seafood. Space is limited. Please call to inquire about availability.
- Maximizing your CPA: Tax optimization for the future
- Private Investment: Does this make sense for you?
- Legacy Planning: How to enhance your estate plan
- Why finding the right financial relationship is so important
Join us at the Highlands Ranch Library for a unique discussion on estate planning. designed to help families protect what they’ve built and pass it on with clarity. In this session, we will be joined by Anastasia Fainberg of Legacy Law Group to walk through essential strategies for organizing your legacy—proper entity structure, reducing avoidable taxes, and making sure your wishes are carried out smoothly. If you want to feel more confident about the decisions that shape your family’s future, this is an easy place to start.
- Navigating complex family dynamics
- Knowing the right entity structure for you
- How to properly fund a trust
- Maximizing your impact with tax planning
Join us for an evening at Ruth’s Chris in the Denver Tech Center. Learn how to take your financial plan to the next level—covering advanced topics ranging from portfolio management, tax strategy, and legacy planning—and enjoy some of the city’s finest steak and seafood. Space is limited. Please call to inquire about availability.
- Maximizing your CPA: Tax optimization for the future
- Private Investment: Does this make sense for you?
- Legacy Planning: How to enhance your estate plan
- Why finding the right financial relationship is so important
Join us for an evening at Ruth’s Chris in the Denver Tech Center. Learn how to take your financial plan to the next level—covering advanced topics ranging from portfolio management, tax strategy, and legacy planning—and enjoy some of the city’s finest steak and seafood. Space is limited. Please call to inquire about availability.
- Maximizing your CPA: Tax optimization for the future
- Private Investment: Does this make sense for you?
- Legacy Planning: How to enhance your estate plan
- Why finding the right financial relationship is so important
This spring, EdgeRock Wealth Management is proud to walk alongside the National MS Society as a participating team in Walk MS: Denver 2026 on Saturday, May 2nd. Multiple sclerosis affects nearly one million people across the United States—and the research, programs, and support networks made possible through events like this one make a meaningful difference in the lives of those living with the disease and the people who love them.
As a firm built on the belief that genuine care for others is the foundation of everything we do, supporting this cause is a natural extension of who we are—not just as financial professionals, but as neighbors, friends, and members of this community. If you’d like to join our team on the walk or make a donation in support of EdgeRock’s fundraising effort, we’d be grateful for your participation. Every dollar raised goes directly toward the National MS Society’s mission to move us closer to a world free of MS—and every step we take together on May 2nd is a reminder that no one should have to face this disease alone.