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Scenic Wealth Management, LLC is an independent Registered Investment Adviser headquartered in Denver, Colorado.

We provide High Net Worth and Individual Investors, Non-Profit Organizations, and Institutions with a full spectrum of financial planning, investment management, and wealth advisory services.

Scenic Wealth Management provides unbiased, objective advice relating to all aspect of wealth management.  We work with our clients to create a customized financial game plan that utilizes a disciplined approach to long term wealth building, management, and transfer.  Our reputation has been built on honesty, integrity, and knowledge and we strive to deliver these values to each of our clients.

While it has been said that you cannot be all things to all people, we believe that you can be all things to some people.  What differentiates Scenic Wealth Management from other advisory firms is our belief that by concentrating on specific investor types we have a more in-depth understanding of the unique challenges that these investors or institutions face.  The knowledge and skill set we have developed is tailored specifically to provide superior advice and service to our clients within specific industries.

As an independent wealth management firm we do not have any products to sell nor do we collect a commission on any transaction.  We are paid a fee to provide objective advice to our clients and to educate you on the potential risks and rewards of every financial decision.  Our process is designed to provide the most tax efficient returns at the lowest cost possible to our clients, and as a fee based wealth management firm, we have aligned our interests with those of our clients.

We have the legal and moral duty to always act on your behalf.

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