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Pictured (Left to Right): Jeff Engelman, CFP®, Shelly Schell, CDFA®, Amy Shroff, AIF®, Peter Gaide, Ryan Wells, Robert Single, Eric Maaske, Tom Gonnella

The Faces of Financial Planning + Wealth Management

Prism Financial Strategies

PRISM Financial Strategies is a thought-led, independent financial advisory firm unlike any others you may know. PRISM’s professionals each have an average 20 years of experience—that and the varied market conditions we’ve navigated gives us knowledge. The solutions we bring to our clients are rooted in the best thinking of today with an eye toward tomorrow—that makes us relevant. And, because no one client is like any other, our advice is always bespoke—in short, we’re totally “you-focused”.

But we’re more than just a team of skilled independent financial professionals. We’re real people, giving real advice, tailored around your needs.

We serve individuals and institutions in multiple markets, but we’re Denver based, and proud of it. We live in your community, probably shop at the same stores as you, ski the same mountains, have children that go to the same school as yours, and eat at your favorite restaurants.

So why do clients rely on us to keep their assets protected from risk and put to work for continued growth? In a single word, trust. Trust that we’ll always put their interests first. Trust in our philosophy that managing money is a great responsibility. Trust that we’ll do the right thing always. Trust is PRISM’s lodestar; it’s what has guided us our entire careers.

At PRISM, every client is valuable, every relationship important, and every goal you have is our goal, too. If financial peace of mind is important to you, we invite you to join us for a free consultation.

Call (720) 458-6841
contact@prismfinancialstrategies.com