Michelet Financial brings Fortune-500 financial discipline to Denver families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
Denver's tech and energy professionals often carry equity comp and need proactive, tax-coordinated planning rather than a once-a-year review.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving Denver investors and Denver County.
Comprehensive planning for Denver households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for Denver professionals and owners preparing for the next chapter.
Front Range families and professionals value our transparent flat fees and integrated tax-and-investment approach.
Yes - we work with clients throughout Denver and the surrounding the Front Range, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
Denver's economy blends aerospace, energy, tech, and outdoor-industry companies, with strong in-migration of high-earning professionals. Equity-rich tech and aerospace employees benefit from concentrated-position and tax-loss planning.
Colorado's flat income tax and Denver's appreciation make capital-gains timing and tax-loss harvesting valuable for local investors. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our Denver, CO clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.
Denver’s dynamic economy presents unique financial planning challenges that require a specialized approach. With the Front Range experiencing rapid population growth, rising home prices, and a booming tech and aerospace sector, many residents face a paradox of high income paired with high cost-of-living pressures. The influx of remote workers has further strained housing markets, while Colorado’s state income tax rate—flat at 4.4%—and complex property tax structures demand careful strategy. For entrepreneurs in Denver’s startup ecosystem or professionals in the energy sector, volatile equity compensation and industry shifts can complicate long-term wealth accumulation. At Michelet Financial (Big Ass Tax Returns), we understand these local nuances, from navigating Denver’s specific retirement account tax treatments to planning for the unique cash flow needs of a city where outdoor lifestyles often compete with financial goals.
Our virtual and remote financial advisory model is designed to meet the needs of Denver’s busy, tech-savvy professionals. Rather than requiring in-person meetings that conflict with your schedule or commute, we leverage secure video conferencing, encrypted document sharing, and real-time financial dashboards to provide comprehensive guidance from anywhere in the state. This approach is particularly effective for Denver clients who value flexibility—whether you’re working from a LoDo high-rise, a home office in Cherry Creek, or a mountain retreat in Evergreen. Our remote structure allows us to maintain deep, ongoing relationships while eliminating geographic barriers, ensuring you receive the same personalized, fee-transparent advice as a traditional office visit. With our streamlined digital processes, you can upload tax documents, review investment performance, and adjust retirement projections without ever leaving your desk.
We offer a suite of services tailored to Denver’s financial landscape. Our tax strategy goes beyond simple filing; we proactively identify deductions for Colorado’s specific credits, such as the Child Tax Credit and the Earned Income Tax Credit, while optimizing for state-level retirement income exclusions. For wealth management, we focus on building diversified portfolios that account for Denver’s real estate market volatility and the concentration risk often found in local tech and energy stocks. Our retirement planning addresses the unique needs of Coloradans, including strategies for maximizing Social Security benefits in a state with no tax on retirement income, and creating sustainable withdrawal plans that support an active, adventure-filled lifestyle. Whether you’re a young professional in RiNo or a retiree in Highlands Ranch, we align your financial plan with your life in the Mile High City.
Ready to take control of your financial future with a partner who understands Denver’s economy and values transparency? Call us today at (225) 396-5511 to schedule a complimentary consultation. Let’s build a strategy that works for your life, your goals, and your Colorado lifestyle.