Trusted services for wealth management that encompasses the big picture is one of Brock and Company's strengths. Our professionals can work with your attorneys and investment advisors to create a complete plan that suits your unique needs.
We can help . . .
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Recommend the most advantageous tax planning strategy
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By offering family office services
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Protect and secure assets
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Consult on development and enactment of wills and Power of Attorneys
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Provide gifting advisory
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Set up succession plans
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Establish estate and trust plans
Expert Advisors:
Craig Chaney 303.776.2160 cchaney@brockcpas.com
Van Stow 303.776.2160 vstow@brockcpas.com
Mark Kaufmann 303.444.2971 mkaufmann@brockcpas.com
Cory Dickson 303.444.2971 cdickson@brockcpas.com
Ken Heuer 303.450.0400 kheuer@brockcpas.com
Susan Johnson 970.223.7855 sjohnson@brockcpas.com
Mike Bradac 303.794.5661 mbradac@brockcpas.com
Dave Rossmann 303.776.2160 davidr@brockcpas.com
Eric Christopher 303.444.2971 ericc@brockcpas.com
