Company description
Gill Capital Partners is an independent Colorado financial services firm, serving clients since 1983. Our suite of services includes private wealth management, institutional services and corporate services. To learn more about the Capital Difference, please contact Gill Capital Partners.
More details
- Years in Business
- 30
- Associations
- IMCA, CFA Society, CGFOA, IBC, FPA, SDA, Glendale Chamber
- Accreditations
- CFA, CFP, CPA, CIMA
- Languages
- English
- Services
- private wealth management, tax planning, tax preperation, financial planning, estate planning, charitable planning, education planning, cash management/bill pay, retirement planning, insurance planning, money management
- Services
- Our personalized approach to private wealth management begins with a financial plan. As one of Denver and Colorado’s most respected wealth management firms, we employ a five-step planning process — consistent with the Certified Financial Planner Board of Standards.
Gill Capital Partners has provided institutional investing, institutional capital management and holistic institutional services for Colorado’s public entities and banks for more than 25 years. We have a proven track record in helping financial institutions and public entities create portfolios that meet their risk, liquidity and income needs using fixed income products. And we don’t use speculative investments. Our independence allows us to do the right thing and find the best solutions for our clients, every time.
At Gill Capital Partners, we provide corporate financial management consulting services to entrepreneurs and established business owners throughout the life cycle of your business. For companies just getting started, we can recommend a legal corporate structure using your existing qualified retirement money for funding. We also design and implement retirement plans, provide corporate financial planning solutions and numerous other corporate financial services. And once you are up and running, we provide ongoing services such as tax planning and preparation and small business accounting services.
- Areas served
- United States, focus on Colorado clients
