EdgeRock is an independent wealth management firm headquartered in Denver, CO. Since 2009 they've served the Rocky Mountain region and beyond, specializing in advanced portfolio strategies and tax planning for high-net-worth families and entrepreneurs. 

Contact Us: www.edgerockwealth.com

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This was prepared by EdgeRock Wealth Management, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. EdgeRock’s Form ADV Part 2A & 2B can be obtained by visiting: https://adviserinfo.sec.gov and search for EdgeRock. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. EdgeRock is an independent investment advisor that offers a variety of different investment vehicles. This page is for informational purposes and does not address any individual's financial situation. EdgeRock does not guarantee the accuracy or completeness of information provided by third parties and assumes no obligation to update this information. EdgeRock will not accept investment offers via social media.

Finance

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EdgeRock Wealth Management

Kyle O'Dell

Rachel Elliott

Robert Foss

Chase Adler

Danielle Sanders

This department focuses on managing and enhancing relationships with clients to ensure their satisfaction and address their needs.

Client Services

This department provides guidance and planning for clients' financial needs and goals.

Financial Services

This department focuses on planning and executing innovative marketing strategies and events to enhance brand engagement.

EdgeRock Wealth Management

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EdgeRock Wealth Management

Org chart

Teams

Client Services

Financial Services

Creative Services

Offices

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