We help clients with Tax Planning, Estate & Retirement Planning and Asset Management. We are Fiduciaries 100 percent of the time.Our mission is to protect and grow our clients’ wealth. To fulfill our mission, we must deliver value to the client. A tireless work ethic, commitment to putting the client first, fair pricing, and a thorough wealth management process are the drivers of our value.

Our vision is a world where everyone has the tools and knowledge to achieve their financial dreams. We believe that financial well-being is a right that should be accessible to all.HighPass has Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) expertise that we believe gives our clients an advantage. We personally invest our clients’ portfolios, with the aim of ensuring consistent growth and minimized volatility over time. Our Certified Public Accountant (CPA) credentials allow us to manage portfolios in a highly tax-efficient manner.Whether it’s retirement planning, investment strategies, tax optimization, or estate planning, we offer creative solutions tailored to your unique circumstances.

As a “fee-only” adviser, HighPass operates as a fiduciary 100% of the time.  Unlike “fee-based” dual registrant advisers, we do not sell products or receive commissions.  Our clients appreciate the objective, unbiased advice we provide.   

Denver Financial Advisor,Tax Planning,Retirement Planning,Estate Planning