Entities

Obermeyer Wood Investment Counsel

Obermeyer Wood Investment Counsel is a registered investment advisor that serves clients across the United States through its offices in Aspen and Denver. The firm’s strategy and portfolios are designed for long-term investors.

FINANCIAL SERVICES:

  • Stock and Bond Selection
  • Asset Allocation
  • Financial Planning
  • Financial Literacy
  • Guidance During Life and Wealth Changes
  • Retirement Strategy
  • Philanthropic Advisory
  • Legacy Planning and Family Meetings
  • Thought Leadership and Networking Events
  • Professional Collaboration Between Advisors