Pursuing your financial goals with experienced guidance

Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and I’m here to help you, too. We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and we're here to help you, too.

We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Longevity Planning

Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labor. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement - all of the years it might last, all of the ways your life will change and all of the events you can't foresee.

Get to know Our Team

Menan Bergman
Menan Bergman
Financial Advisor
Ashley Shipp
Ashley Shipp
Registered Sales Assistant

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
The market can't be forecast. The market can't be timed. Therefore, the correct time to buy equities for the long run is whenever you have money. By the same logic, the correct time to sell equities is whenever you need the money. Everything else is commentary.
Nick Murray

Information & insight

Macro forces are the main driver of the equity market

07/26/2024
Raymond James CIO Larry Adam provides three reasons investors should look beyond politics and not make politically-driven portfolio changes.
Economy & Policy

July FOMC meeting preview

07/26/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Three building uncertainties weighing on the equity market

07/26/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

After Biden: What comes next?

07/23/2024

Following the historic decision by President Biden to drop out of the 2024 race, Raymond James CIO Larry Adam provides insight into his team's economic and market outlook.
Markets & Investing

10 common scams and how to avoid them

Familiarize yourself with these common swindles, often targeting retirees.
Technology & Innovation

Biden withdrawal announcement: Large market reaction unlikely

07/22/2024
Managing Director, Washington Policy Analyst Ed Mills and team look at the potential path forward for the Democratic party following President Biden's decision to drop out of the 2024 race.
Markets & Investing
Background Rotating Sphere Pattern

The future at your fingertips

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

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