# EdgeRock Wealth Management

> EdgeRock Wealth Management is an independent, SEC-registered investment advisor headquartered in the Denver Tech Center in Denver, Colorado, with a satellite office serving Grand Junction and the Western Slope. The firm builds custom financial plans for high-net-worth individuals, families and business owners, typically with $1M-$20M in investable assets. EdgeRock is not affiliated with a broker-dealer and operates under a fiduciary standard.

EdgeRock's approach combines open-architecture portfolio management across public and private markets with proactive, year-round tax strategy, income design and legacy planning - coordinated by one team rather than split across specialists. The firm is based in Denver and serves clients across the Colorado Front Range, with additional coverage of the Western Slope from its Grand Junction office.

## Services

- [Portfolio Management](https://edgerockwealth.com/portfolio-management/): Custom portfolio design across public and private asset classes, including institutional and private investment access.
- [Tax Strategy](https://edgerockwealth.com/tax-strategy/): Proactive, year-round tax planning integrated with portfolio and income decisions rather than handled at filing.
- [Income Design](https://edgerockwealth.com/income-design/): Tax-efficient withdrawal sequencing and distribution strategy for retirement and wealth-distribution phases.
- [Legacy Planning](https://edgerockwealth.com/legacy-planning/): Estate and multigenerational wealth transfer, aligning documents, beneficiary designations, ownership structures and investments.
- [Business Owners](https://edgerockwealth.com/business-owners/): Exit and succession planning, entity structure, concentration risk and the transition from business value to personal wealth.

## About the firm

- [About EdgeRock](https://edgerockwealth.com/about/): Firm philosophy, independence, and approach to full-service wealth management.
- [Our Team](https://edgerockwealth.com/team-page/): Advisors, CFP professionals, CFA charterholders, CPAs and tax strategists, with individual profiles.
- [Locations and Contact](https://edgerockwealth.com/locations/): Denver Tech Center headquarters and Grand Junction office, with addresses, phone numbers and directions.

## Insights

- [Insights](https://edgerockwealth.com/insights/): Market commentary, portfolio research, tax planning and financial planning articles authored by EdgeRock's investment team and advisors.
- [Events](https://edgerockwealth.com/events/): Educational workshops and small-group dinners across the Denver metro and Western Slope.

## Disclosures

- [Form ADV Part 2A](https://edgerockwealth.com/wp-content/uploads/2026/06/Form-ADV-Part-2A-June-2026.pdf)
- [Form CRS](https://edgerockwealth.com/wp-content/uploads/2026/02/Form-CRS-Aug-2025.pdf)
- [Privacy Policy](https://edgerockwealth.com/privacy-policy/)
- [Terms of Use](https://edgerockwealth.com/terms-of-use/)

## Contact

- Denver (headquarters): 7001 E Belleview Ave, Suite 800, Denver, CO 80237 - (303) 780-7350
- Grand Junction: 660 Rood Ave, Suite C, Grand Junction, CO 81501 - (970) 512-8108