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Imagine having a clear road map for your entire financial future.

With over 65 years of combined experience, we'll help you chart the best path forward. Learn how we combine smart investment, tax and estate planning strategies to help you create a more confident future.
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A Financial Plan as Dynamic as You Are

In today’s complex landscape, many financial plans are too general to provide real protection. We don’t think that’s enough. You need a strategically-tailored plan to secure your family’s future, one that lives and breathes with you.

Learn how our Dynamic Wealth Design helps you grow your money while protecting your assets and minimizing tax liability.

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Experience You Can Trust

You should expect nothing but the best level of service when it comes to who is managing your hard earned money.
The Normandy Group Team prides itself on having over 35 years of experience servicing individuals and families in the greater Denver area as financial fiduciaries whos only focus is ensuring your money is not only safely protected, but also growing.
Meet The Normandy Group Team

Complimentary eBook: How to Design a Better Future

6 Simple Steps to a More Confident Retirement.

What Can You Expect?

With financial services, it’s not always easy to know what you’re getting until it’s put to the test. By then it may be too late. That’s why we do more planning, more diligence, more stress testing up front to help you fully prepare.

We call our plans Dynamic Wealth Designs. Through this unique process, we help you overcome vulnerabilities, increase your control and achieve your goals. At the same time, we help you find the right balance within three major facets of wealth:

Personal Wealth
Who you are, what you stand for, your life's experiences, both good and bad
Social Wealth
Who and what you care about, and why, (family, friends, causes)
Financial Wealth
Personal finances, insurance and investment assets
Personal Wealth
Who you are, what you stand for, your life's experiences, both good and bad
Social Wealth
Who and what you care about, and why, (family, friends, causes)
Financial Wealth
Personal finances, insurance and investment assets

As a fiduciary advisor, your financial success is always our number one priority.