Our Story

In 1978, Mark Brown and Peter Tedstrom met in college at the University of Colorado.  Within a few years of graduating from CU, they were working together at Planning Services Incorporated.  It was here that the foundation of their careers was formed.  The firm was leading edge at the time because of its focus on financial planning, as opposed to having a brokerage or insurance bias.    At the ripe old age of 29, they struck out on their own.  Starting out in 1000 square feet of office space, one assistant, one computer and virtually all of their clients from their previous firm, they had a vision of a Denver-based wealth management firm that offered comprehensive financial planning, retirement planning, wealth strategies, investment advice and money management in a highly personalized manner. 

Since beginning their careers in Denver as financial advisors almost 3 decades ago, Mark and Peter have experienced a lot, from the Dow Jones Industrial Average at 900 and commercial and mortgage interests rates at 15%, the 1987 stock market crash, the S&L bailout, Asian currency crisis, Russian debt default, bursting of the Tech Bubble, two Iraq wars, 9/11 and the 2008 financial crisis.   Through thick and thin, they have helped their clients maintain financial independence and peace of mind.

This dedication to private family wealth management, led the partners to create a process which delves into the details of each and every family and what is important to them.  There has never been anything cookie-cutter about the wealth plans they have created for clients.  What has been consistent is the personal attention given to each client; the commitment to independence and objectivity; and the drive to create a leading wealth management firm.

While many things have changed since 1988, their conviction about providing solid investment advice at critical decision points in personal, business and family matters distinguishes them in the eyes of their clients.  Their retirement planning process, money management philosophies and wealth management methods have been tested in the trenches and have worked in both positive and challenging environments.  It is these same business practices that have led to the firm’s continued growth, industry recognition and client loyalty in Denver, Colorado and throughout the United States.