Financial Advisors
Lakewood, CO
Gaia Wealth Management is an independent financial advisory firm in Lakewood specializing in comprehensive wealth planning for individuals and families. They offer investment management, retirement planning, tax-efficient strategies, and personalized financial guidance tailored to each client's goals and values. Founded on a client-first approach, Gaia combines fiduciary responsibility with a commitment to understanding what matters most to their clients.
Ideal for: High-net-worth individuals, families seeking comprehensive wealth planning, professionals nearing retirement, business owners planning succession
Service area: Denver Metro Area, Colorado
Fiduciary Commitment: Operates under a fiduciary standard, legally obligated to act in clients' best interests rather than recommending products that generate higher commissions.
Independent Practice: As an independent firm, Gaia has the flexibility to recommend solutions from across the entire financial marketplace without proprietary product bias.
Comprehensive Planning: Addresses multiple dimensions of wealth including investments, retirement, taxes, and estate planning within a coordinated strategy.
Address: 10600 W Alameda Ave Suite 200, Lakewood, CO 80226
Phone: (720) 833-9300
Website: gaiawealthmanagement.com
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