We are a wealth management firm that specializes in putting your money where your values are.

            

Your Financial Team Has a Perfect 5 for 5 record of winning this award!

"Congratulations to Pam Dumonceau for being a multiple year winner of the Five Star Professional Wealth Manager.* Pam received this honor in 2009, 2010, 2011, 2012 and again for 2013!"

For detailed information about the research and criteria consideration click: FiveStar Wealth Manager Research

 

 Pam has been awarded Honorable Mention for the

2014 Volunteer of the Year!

Pam has received Honorable Mention for philanthropic excellence in the eighth annual Invest in Others Community Leadership Awards.  This award is presented to a financial advisor who has been actively serving as a volunteer at one or more local non-profit organizations for at least two years and has made a contribution considered to have a "lasting impact" in their community. 

Those receiveing Honorable Mention were selected based on their level of                                                      involvement, contributions, and the impact of their efforts.

 

 

 

“The National Association of  Board Certified  Advisory     Practices (NABCAP)  has teamed up with Denver Business Journal to congratulate Pam Dumonceau for her achievement and inclusion in NABCAP Premier Advisors 2012.”

 

 

Top 100  Financial Planners

 

 

Pam was honored as a Three-Time Invitee of the Barron's Winner Circle of Top Independent Advisors: 2011, 2012, 2013

For more information about Barron’s Winner’s Circle conferences, please go to http://www.barronsmag.com/conferences/Top_Independent_Advisors_Summit/overview