Big dreams, zero time to spare? We help you make confident money decisions without the overwhelm.

At Inverness Wealth Management (IWM), we're your trusted partners in building a secure financial future. Founded by Michael Kuhn and Kirk Bippus in 2021, we believe real financial planning starts with listening—not selling products.

You're smart. You're successful. You've built a life you care about. But your financial world is starting to feel like another full-time job. We get it.

Who We Serve:
·         Business owners of small, closely held companies
·         Pre-retirees and active retirees
·         Multigenerational families building wealth and legacy
·         30-something parents navigating college savings, insurance, and estate planning

What Makes Us Different: Most firms sell products or check in once a year. We do things differently:
·         We coach, not just manage—mapping out what's possible and holding you accountable
·         We ask better questions—so your plan reflects what you actually want
·         We stay in it with you—adapting as life evolves
·         We think generationally—planning for your family, business, and legacy

Our Approach: We start with purpose, not products. Through thoughtful conversations and custom strategies, we help you define success on your terms. No pressure. No jargon. Just smart planning made simple.

Whether you're in Denver or across the country, we serve clients nationwide with the same care and commitment we'd want for our own families.
Solid, smart, and surprisingly down to earth—welcome to Inverness.


Inverness Wealth Management

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Inverness Wealth Management

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