Start planning for a smarter financial future

EdgeRock Wealth management is an independent fiduciary firm dedicated to putting families on a path toward a more secure and confident retirement

Do you know your portfolio's risk score?

Doesn't your financial plan deserve a second opinion?

As a fiduciary firm, it isn't our job to insist products or ideology upon you. Our first and only priority is to identify the best course of action in order to meet your financial goals.

Click one of the meeting types to schedule time with one of our advisors. We would love to share about how we work to help families like yours.

Need More Info? Attend an Event

January 12, 2021
Taxes Workshop—Parker
6:00 pm | Parker Library
20105 Mainstreet
Parker, CO 80138 United States
January 26, 2021
Taxes Workshop—Highlands Ranch
6:00 pm | James H. LaRue Library
9292 S Ridgeline Blvd
Highlands Ranch, CO 80129 United States
February 22, 2021
Taxes Workshop—Castle Rock
6:00 pm | Castle Rock Library
100 S Wilcox St
Castle Rock, CO 80104 United States

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For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

 

Or give us a call at 303.780.7350