Back to Who We Are

Brett Stone, CFP®, CEPA


“Don’t get too comfortable with what you’re doing. Things always change and so should you.”
— George Foreman

Trust, integrity, and honest communication. These are the cornerstones of a strong, sound relationship — and the foundation I forge with my clients. I work with a select group of entrepreneurs, business owners, executives, and their families, helping them realize the full value of what they have worked so hard to create. Time and again, experience has proven that, regardless of how you earned your wealth, having someone who understands your needs, and anticipates your financial opportunities and challenges can have a profound impact on your life.

Life is full of transitions and, for more than 25 years, I have helped clients plan for complex transition events. Whether you are selling a business, entering into retirement, or considering other exit planning strategies, I serve as an expert guide and experienced advisor. Leveraging a defined, systematic planning process allows me to take a collaborative approach, partnering on your behalf with investment specialists, tax and legal professionals, and other trusted advisors. Eliminating speculation affords you peace of mind, knowing that there is a fully customized plan in place that can address your needs for today and tomorrow, as well as your future legacies.

My wife Tani and I reside in Greenwood Village with our three children Ben, Elsie, and Tess. I am an avid Kansas University basketball fan. When I am not at my family’s practices for lacrosse, basketball, or theater, I can likely be found on the golf links or the ski slopes. I am also active in several local Colorado charities.

California Insurance License #0G70367