We are an independent investment management and financial planning firm that delivers total wealth management to help individuals, families and business owners enhance every aspect of financial life.


Finance

Elk River Wealth

Elk River Wealth's headquarters in Denver, CO, United States

Dan Owens

Rita Koch Day

David Carroll

Jay Hummel

Brooks Merrifield

Howard T. Alexander

The Leadership Team at Elk River Wealth is responsible for setting the strategic direction and vision of the firm, ensuring alignment with the company's mission to deliver comprehensive wealth management solutions. This team, comprising top executives including the CEO and Managing Directors, oversees operational efficiency, fosters client relationships, and drives growth initiatives to enhance the financial well-being of individuals, families, and business owners.

Leadership Team

The Advisory and Planning Team at Elk River Wealth is dedicated to providing holistic financial guidance. Comprising a Senior Wealth Advisor, Director Of Relationship Management, and Director Of Financial Planning, the team collaborates to develop personalized investment strategies, manage client relationships, and create comprehensive financial plans, ensuring clients achieve their long-term financial goals.

Elk River Wealth

Org chart

Board & advisors

Teams

Leadership Team

Advisory and Planning Team

Offices

Elk River Wealth

Org chart

Board & advisors

Teams

Leadership Team

Advisory and Planning Team

Offices

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