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.