Advanced wealth, tax, and charitable giving strategies for families.
We work with families who want their wealth planned with intention — for the people they love, the causes they care about, and the years ahead.
Conventional wisdom doesn’t always serve people as well as it should. Good planning simplifies where it can, and uses advanced strategies only where they earn their complexity.
Practical Planning for Businesses and Individuals
Clear advice. Fewer moving parts. Strategies designed to reduce complexity coordinated with your CPA and attorney where it matters.
Charitable Giving Strategies
Structured giving — including donor-advised funds and qualified charitable distributions — planned with the same care as the wealth that makes it possible.
Wealth Planning
Investments, retirement income, and family goals brought into one coordinated plan — reviewed regularly, and adjusted as life changes.
Tax-Aware Strategies
Decisions made with the tax consequences in view before they happen, coordinated with your CPA and attorney where it matters
Denver Nowicz
- 25 Years Helping People Build Financial Confidence
- LinkedIn Finance & Economy Top Voice
Who we help
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Tax Aware Strategies
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Charitable Giving Strategies
- Wealth Planning
A personal mission...
I’ve worked with clients worth $100 million and clients with $100,000. In some situations, the most advanced strategies in the market are required. In others, simplicity is the best solution. Either way, regardless of the numbers, people need clear, practical advice they can trust.
For over a decade, I also cared for my mom, dad, and grandmother until they passed. Anyone who has supported elderly parents knows how challenging—and meaningful—that season of life can be. I’m grateful I had that time with them, and it changed the way I think about responsibility, risk, and long-term planning.
What that experience reinforced is something I’ve seen repeatedly in financial services: conventional wisdom doesn’t always serve people—or organizations—as well as it should. Complexity is often mistaken for sophistication, and responsibility is frequently pushed onto people who never intended to become experts.
With more than 25 years in financial services, I’ve seen how overwhelming money can feel. My approach is to simplify and empower — clear, practical advice, without the jargon.