Wealth Management

Darla Daniel, J.D.

President
Director of Wealth Management

Darla Daniel

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.

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How We Work

The backbone of our strategy is an in-depth consultation and review process, allowing us to understand your situation: your goals, risk profile, timeline, family dynamics and tax considerations. Working together, we will develop a personal financial strategy – based on your lifestyle and financial needs. With our shared vision of your financial objectives, we can respond to any changes to your circumstances or in the markets. We can help you stay on track.

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What we will always provide

Efficient, diversified exposure to a broad range of global asset classes
Vigilant and systematic rebalancing
Direct access to your investment manager
Face-to-face interaction and collaboration
Total fee transparency, based on assets under management
A disciplined process designed to temper emotional reactions to market dynamics

Our investment philosophy

We believe in the markets, and we believe in capitalism. Over time, both will generate profits for committed investors. We also know that diversification works--spreading a portfolio across a range of asset classes reduces risk. Most importantly, we believe in discipline. Investing must be done via an objective and unemotional process. Markets sometimes work in unpredictable ways. We believe your investment advisor should not.

We’re an independent Colorado company, a division of Alpine Bank, and we have the flexibility to choose from the universe of world-class investment options. We construct portfolios to harness the power of thousands of stocks, bonds and alternative investments from around the world, employing broad diversification to mitigate potential catastrophic downside outcomes.

Specialized services

Trust investment management
Trust administration
Custodial services
Financial lifestyle management (bill paying, home and financial management)
Estate management
Individual retirement accounts (SEP, Individual and Roth IRAs)
Employee benefit accounts (401(k), defined benefit, defined contribution plans)
Endowment management for charitable institutions
Tax management and reporting

What makes us different

As a corporate trustee and fiduciary, we are held to the highest standard of any investment advisor. The degree of oversight protecting your interests includes internal and external audits, FDIC and Colorado Division of Banking annual exams, committee governance and adherence to a sound and tested investment policy.

We are an independent company, a division of Alpine Bank. As a privately owned company, we have the flexibility to choose from the universe of world-class investment firms. Our team of investment professionals uses a consistent, fundamentally sound investment strategy.

But it is the culture and the day-to-day experience that really sets us apart from the rest. Our entire staff is committed to the same goal – our clients’ best interests are at the heart of everything we do.