Pursue your dreams.
Noble Wealth Partners is a boutique firm offering sophisticated financial planning strategies and tailored investment portfolios to help clients reach their financial goals.
Our creative process is designed to inspire and motivate you. Our firm partners well with professionals, business owners, mindful investors, and those with a strong desire to build their wealth.
Recognized as the Best Wealth Management Services firm in Denver by The Colorado Sun
Let's build a partnership to pursue your dreams.
View financial liberty through the lens of our clients' stories.
Meet your financial partners.
Jeff Brainard, CFP®, CFS
Managing Partner & Individual Wealth Strategist
Grant Glenn, CFA, CFP®
Managing Partner & Individual Wealth Strategist
Your 3-step guide to success.
Let’s get organized!
In our very first meeting, we discuss what money means to you, your life goals, and how much you’ll need to achieve them. Understanding your values helps us provide meaningful, tailored advice and effectively organize your financial data.
Plan delivery & life goals
Once we understand your financial position, we create a strategy to meet your goals. We review what’s working, address any needed adjustments, and make sure the plan is implemented properly for your peace of mind.
Ongoing guidance
Once our partnership begins, you’ll get proactive communication, regular updates, and tailored services like check-ins, reviews, account access, newsletters, investment insights, and concierge support. We also ensure a 48-hour response time for your questions.
You can talk with us as much as you desire! Schedule a consultation now.
Our Services
Noble Wealth Partners offers flexible financial planning and investment management for a monthly retainer, helping you navigate life's changes with expert guidance.
Financial Planning
- Income Needs Analysis
- Purchase Planning
- Liquidity Analysis
- Business Succession Planning
- Cash Flow Planning
- Your Budget
- Tax Strategies
- Asset Protection
Noble Wealth Partners is pleased to act as your personal CFO, and we seek to partner with you with our sights aimed on financial success. This entails a breadth of services extending beyond investing your assets and instead incorporates all relevant aspects of the financial planning process.
Retirement Planning
- Social Security Planning
- IRAs
- Employer Retirement Plans
- Retirement Distribution Planning
- Bucket List Planning
- Retirement Strategies
- Employer Stock Options
- Executive Compensation
To help our clients plan for retirement, we offer advice regarding their employer’s benefits or available options for those who are self-employed. Choosing the appropriate retirement vehicles can help you save effectively for retirement while striving to minimize taxes. At Noble Wealth Partners, we provide advice on how to implement personalized investment strategies within all retirement accounts.
Investment Management
- Goals Based Portfolios
- Risk Tolerance Analysis
- Behavioral Finance Strategies
- Portfolio Management
- Customized Portfolios
- Investment Strategies
- Tax Efficient Investing
- Diversification
Wealth management expands beyond traditional investing, and we focus on what matters most to our clients. At Noble Wealth Partners, we specialize in helping our clients invest and manage their assets over multiple generations.
Education Planning
- Education Savings
- 529 Plans
- Custodial Accounts
- Coverdell ESAs
- Financial Aid Planning
- Education IRAs
Education costs have been increasing, and student loans outstanding have ballooned in recent years. Planning for education is crucial. We provide counsel to help our clients save for education while attempting to minimize taxes.
Your Legacy
- Family Wealth Transfers
- Charitable Giving
- Estate Planning
- Will Planning
- Trust Planning
- Family Limited Partnerships
- Legacy Preservation
The legal and tax environment is constantly evolving which means timely advice is critical. We provide wealth transfer aid to business owners, executives, and their families. Our goal is to help our clients provide a legacy for their loved ones.
Risk Mitigation
- Insurance Review
- Risk Mitigation
- Life Insurance*
- Annuities*
- Long-Term Care*
- Disability*
Protecting against unforeseen risks is necessary as these risks often have the potential to eradicate financial plans and your savings. We will review your insurance coverage to ensure it is adequate.
* Noble Wealth Partners does not sell insurance products. We do provide advice on insurance as part of a wholistic financial plan. Legal and tax advice is merely guidance as it relates to your plan. Please consult with your legal and tax professionals to have legal documents drafted and taxes filed.
Investment Principles
Discover how our four key investment principles set us apart. We believe in customizing portfolios for each client, focusing on long-term results, not arbitrary benchmarks. Click below to learn more about our approach.
