Wealth Management
- Plan for retirement or grow your wealth
- Total transparency
- Strategies tailored to you
Darla Daniel, J.D.
President of Wealth Management
At Alpine Bank Wealth Management, our success depends upon a detailed understanding of each of our clients. We strive to be much more than an asset management firm, corporate trustee and fiduciary. We aim to be a trusted confidant and lifelong partner, here to help you negotiate the ever-changing financial marketplace.
Specialized Services
- Work directly with your advisor
- Total fee transparency
- Access to global asset classes
How We Work
- Personalized strategy built around your profile
- Collaborative planning with an experienced team
- Ongoing support to adapt to life changes
What We Will Always Provide
- In-depth consultation and review process
- Direct access to your investment manager
- Trust management and more
How We're Different
- Independent and privately owned
- Local insight with broad expertise
- Disciplined investment approach
Investment Philosophy
- Risk management through diversification
- Objective approach to the markets
- Long-term focused rooted in long-term goals
Management
Trust Officers
Jennifer Hawley, CRPP®
Vice President
Serving: Mesa, Delta, Montrose, Ouray, La Plata & San Miguel Counties
Melissa M. Knutson, CFP®, CTFA
Vice President
Serving: Garfield, Pitkin and Eagle Counties
Gennifer Westhoff
Assistant Vice President
Serving: Denver metro, the Front Range and the Western Slope
