Welcome to our Financial Insights Blog
Be Cyber Secure – How to Prevent Identity Theft
From online banking and shopping to social media and email, have you ever stopped to think about the trail of personal information you leave behind...
Secrets Revealed – Key Insights to Avoid Probate
They say the only constants in life are death and taxes. And despite the consistency, we do our best to ignore both. Instead of facing these...
2025 By the Numbers – 4 Key Ideas You Can’t Afford to Ignore
The financial landscape is constantly evolving, which means staying ahead of the curve is more critical than ever. Information is power. Staying...
The Power of Financial Wellness
The New Year is a time for resolutions and new beginnings. Every January, local gyms are inundated with people looking to get fit. But by February,...
12 Days of Giving – Your Philanthropic Guide
As the year draws to a close, it’s a perfect time to reflect and consider ways to give back. When done properly, charitable giving offers a bevy of...
We are excited to share that our registered investment advisor (RIA), Integrated Partners, has been included in Barron’s list of Top 100 RIA Firms for 2024.
We are excited to share that our registered investment advisor (RIA), Integrated Partners, has been included in Barron's list of Top 100 RIA Firms...
Longevity Planning – At the Intersection of Health and Wealth
November is Long-Term Care Awareness Month, and it serves as a critical reminder of an often-overlooked reality: We're living longer than ever...
Three Questions About Elections and Your Investments
As we approach Election Day, it is natural to feel a bit apprehensive about market volatility. It is easy to get sucked into the headlines, social...
Take the Jump Scare Out of Your Taxes
With a Little Tax-Loss Harvesting and the Right Know-How, You Can Maximize Your Tax Refund in 2024. The isolated location. The mysterious stranger....
Protect Your Assets Like Iron Man – Insurance Strategies to Shield Your Business
Captain America’s shield. Wonder Woman’s bracelets. Spider-Man’s web. Superheroes have always prioritized protection. As a business owner, shouldn’t...
Location | Colorado
501 S Cherry Street
Suite 510
Denver, CO 80246
Phone
(720) 458-6841
Industry Leading Awards and Credentials
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Investment advice offered through Integrated Partners, doing business as PRISM Financial Strategies, a registered investment advisor. Securities offered through M.S. Howells & Co., member FINRA/SIPC. M.S. Howells & Co, Integrated Partners and PRISM Financial Strategies are separate entities.
Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
Disclosures: Firm ADV, Part 2 Brochures | Part 3 Form CRS