SOCIAL SECURITY COUNSELING & PLANNING
A well planned strategy can greatly enhance recipients monthly benefit amounts. We’re here to help.READ MORE
LOW RISK INVESTMENTS
With the rising cost of living, it is imperative that you invest with the lowest risk possible, to generate the high yields. Let us make a plan.READ MORE
COMPREHENSIVE FINANCIAL PLANNING
You need an advisor to look at the total financial picture, pull pieces together and provide a comprehensive plan.READ MORE
RETIREMENT & CASH FLOW PLANNING
Assuring sufficient cash flow during retirement is a critical planning consideration. Let’s get started today.READ MORE
LIFE INSURANCE & INCOME PLANNING
We can assist you in reviewing your existing policies and coverage to assure that you have your desired coverage.READ MORE
WEALTH & INVESTMENT MANAGEMENT
Developing a plan that meets your needs can be challenging, we’re here to help.READ MORE
Learn More about Us
Why Speer is Different...
Speer Wealth Management is a boutique company with sophisticated strategies, solutions and services that you’d expect to find only at larger brokerage firms. Our two principals, Michael Speer and Bob Blake, have a combined 60+ years experience assisting people with their investments. We’ve learned a lot in our decades of service, but we are also open to researching and implementing new tactics. As opportunities or threats arise, we’re ready to make the changes necessary to best protect your investments and improve your rates of return.
Speer Wealth Management is independently operated while being registered with Cambridge Investment Research, based in Fairfield, Iowa. Cambridge, an industry pioneer, is partnered with over 2,100 independent financial advisors and is supported by over 400 home office staff members. This partnership means that Speer Wealth clients enjoy access to “big firm” products and services, but with the intimacy and service found only at smaller companies that may provide a more personal relationship.
At Speer Wealth Management we work to provide real solutions for real people. We are a full service financial firm. We appreciate that every client comes to us with different needs and goals. Do you want to save for retirement, prepare to send your children to college, or maximize your investments through sophisticated strategies? We enjoy getting to know our clients as individuals and devising the plan that best suits their unique needs.
Once that plan is in place, we stay as involved as the client wants. Some clients prefer a dynamic approach with more frequent adjustments. Others choose to let us “take the steering wheel” and only check in with them at agreed on intervals to revisit their financial needs and expectations. We are always hands on and are happy to participate however the client and their family want.
We understand the markets are always in flux: up one day, down the next. The highs are exciting and the lows can be frustrating, even scary. At Speer Wealth Management we work hard to manage our clients’ investments in a way that attempt to reduce th emotional swings that come with the market’s natural volatility. We don’t believe in sitting back and letting the market control our clients’ investments and their future. Instead, we are hands on and proactive to attempt to not only protect our clients’ assets, but also allow their investments to grow. If we can find solutions outside of the traditional markets that fit your needs, we will seek to do so. We are known for our ability to take the steps necessary to mitigate the risks to our clients’ portfolios. In fact, we’d rather have investments secured as cash and get no return than to lose money.
Meet the Team
The Speer Wealth Management Team is made up of Michael W. Speer, Bob Blake, Venessa Vitello and Heidi Farrell. Michael and Bob have deep roots as financial advisors and wealth managers. The seeds of their respective careers were planted decades ago, and between the two they hold almost 60 years of experience as investment professionals.
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Conveniently located in the Denver Tech Center, come on in and talk with us.
5200 DTC Parkway Suite 530
Greenwood Village, CO 80111OUR OFFICE