Our financial advisors specialize in developing and maintaining income-oriented investment portfolios that are custom-tailored to your lifestyle, goals, and needs. We aim to help families generate a steady stream of income from their retirement savings while also advising on a wider array of areas in financial planning. The investment advising that our team offers serves our ultimate goal: helping your family find happiness in retirement.
Meet the Colorado Team
Our local advisors are based in Greenwood Village, Colorado and happy to work with you on your individual retirement needs wherever you are in your financial journey. We are available to meet via video call, phone call, or in-person, whichever works best for you. Read more about our team below and let us know when you’d like to meet.
At Capital Investment Advisors, we are dedicated to our partnership with you. We see ourselves as a partner in your financial life and because of this investment, your goals are our goals too. In addition to providing portfolio management services, our advising team can connect you with our trusted partners for insurance, taxes, and estate planning. We make it a point to always be standing by when you need us, and to have a strategy in place when you are ready to take the next step. Our intention is to make investing stress-free and simple as possible so that you sleep well at night.
Ask our Advisors
Are you wondering if you’re on the right track to a happy retirement or have another financial question in mind? Click the button below to ask our advisors and we’ll get back to you as soon as possible. In the meantime, check out some of the questions our advisors have answered in the videos below.
Read and listen to our take on the latest financial news.
Find Happiness in Retirement
Wondering what it takes to become a happy retiree? Our team has done extensive research to tease apart the differences between the happiest and most unhappy retirees. Ultimately, we want to get a better grasp of the emotional component of retirement, so we can all set ourselves up to be financially stable and happy retirees. Here are a few resources to get you started.
Capital in the Community
Meet Chris! Chris is an Investment Advisor in our Colorado office. As a Denver resident, his must-have clothing item is a warm coat for cold skiing days with the family. One of Chris’ talents is his athletic ability. Chris is 6’7″ and grew up playing football and basketball. One of his most memorable moments was having the opportunity to play with Lebron James in high school! He says that a happy retirement means to first have financial freedom and reap the benefits of your hard work while having the time to spend with loved ones, pick up a new hobby, and travel.
Meet Mike! Mike is an Investment Advisor in our Colorado office. An interesting fact about Mike is that he grew up on a farm! His family recently took a trip back to the farm so his son, Oliver, could experience this lifestyle. For Mike, a happy retirement means to live a full life at his own pace. Fishing, playing with grandchildren, and volunteering his time to mentor children are just a few things he envisions himself doing in retirement.
Meet Chelsey! Chelsey is a Client Service Associate in our Colorado office. She moved to Denver in 2019 to work out of our Colorado office and says she couldn’t imagine a more beautiful city. When asked whether she’d rather vacation to Hawaii or Alaska, Chelsey said Hawaii. Her and her dog, Argo, are equally over the winter weather and ready for some sunshine! A happy retirement to Chelsey means traveling the world with her family without fear of running out of money.