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Confidence in
Your Financial Journey

Helping People Towards Realizing Their Dream.

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Why Choose Us
Striving for Financial Peace of Mind

Whether it's helping people invest their money, selecting private money managers, facilitating the exercise of stock options, securing life insurance or discussing estate planning strategies, we work with our clients until all the details have been completed.

Our goal is always to construct a financial roadmap specifically tailored to each individual or family. Since no two people are the same, no two financial plans will ever be the same. They are unique, just like the people with whom we work.

What Makes Us Different

Who We Help
Partners Through all of
Life’s Chapters

We believe that comprehensive financial planning extends beyond investment management; it’s about serving as a trusted partner who provides guidance as you encounter all of life’s major milestones and decisions. Our focus is on constructing a financial roadmap that is as unique as your own life's journey.

How We Help 
Keeping the Focus on
What Matters Most

Our comprehensive service approach is designed to provide you with a clear, customized financial roadmap, covering everything from strategic investing and insurance to sophisticated business and estate planning strategies.

Business Owner Planning

We can help you develop a compensation plan that rewards key employees and build a great comprehensive succession plan for your business to protect your financial independence

Estate Planning Strategies

We can provide advice to enable you to make informed decisions with respect to property ownership, distribution of assets, estate tax reduction, tax payment and related matters. Based on your current and fututre goal, we can review your estate plan, discuss planning techniques and makes suggestion when appropriate. 

Insurance

We can help you with your life insurance, disability income insurance, and long-term care to protect what you and your family.

Retirement Planning

It’s never too late. Begin preparing and saving for your retirement today! We can help you with all the information you need to get started.

Who We Are
Wealth Stewards for Generations

We are a dedicated team of financial professionals committed to serving as stewards of your wealth, helping you manage, protect, and grow your assets for both your immediate needs and the security of future generations.

Get to Know Us

FAQ
Wondering If
We’re The Right Fit?

We understand that choosing a financial partner is a significant decision. We’ve compiled answers to your most frequently asked questions,  so you can see how we align with your needs. 

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When was the last time you reviewed your Estate Plan?

When was the last time you reviewed your Retirement Plan?

When was the last time you reviewed your Investment Portfolio?

Contact Us
Get In Touch Here!

brian.breitenwischer@osaicfa.com

8055 E Tufts Ave Suite 1400
Denver, CO 80237

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