01. About Us

We are dedicated to providing strategic wealth planning and management that is right for you. Simply put, we strive to be our client’s trusted advisory team.

02. Our Philosophy

We focus on understanding our clients total life profile-goals, dreams, challenges-and build a long-term relationship so we can walk with you through transitions in your life.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Asset Management

You work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. This piece is all about using a strategic allocation and discipline that is simple, elegant, and effective in helping to achieve this...
 

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can...
 

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have...
 

Tax Efficiency Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter. However, similar to planning that goes into living a happy and fruitful life, a well...
Managing Member

At Transitions Wealth Management …Bruce is team champion for Transitions Wealth Management ensuring that our business...

Member/Director of Financial Planning

Michael rounds out the Transitions client experience by dedicating the majority of his time to fully understanding...

Wealth Manager

Michelle adds experience in financial services to the Transitions team through a comprehensive understanding of wealth...

Servicing Advisor

Charles joined the team in 2017. As a Servicing Advisor, he provides support to our advisors and of course, to all of...

Operations Specialist

Nicole joined the team in 2019. As of our Operations Specialists, she provides support to our advisors and of course, to...

Member

Gary joined the firm in 1973, after graduating from the University of Colorado. He concentrates on small business,...

Blogs

Bruce Bendell |
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.