Boulder, Colorado

Pathstone's Wealth Management & Family Office Services

Contact

Pathstone's Boulder Team

S

Kevin Arnold

Managing Director

S

Bliss Bernal

Chief Compliance Officer

S

Tom Gallanis

Managing Director

S

Taylor Gitcho

Managing Director

L

I

S

Eric Kramer

Executive Managing Director

S

Eliza Leach

Managing Director

S

Michael McGowan

Managing Director

S

Emily Mears

Managing Director

S

Cassandra Puhalla

Managing Director

S

Ronda Vitrano

Managing Director

L

I

S

Matt Wiles

Executive Managing Director

Wealth Management and Family Office Services We Specialize in at our Boulder Location

Investments

Objective advice, deep research, innovative solutions, and a commitment to deliver competitive net results.

  • Advisory
  • Reporting
  • Outsourced CIO
  • Administration
  • ESG & Impact

Tax and Accounting

In-house team of tax professionals to assist with all your tax and accounting needs.

  • Bill Pay – Payables/ Receivables
  • Tax Compliance
  • Financial Reporting
  • Family Office Structuring

Wealth Preservation and Planning

We will work closely with you to help you preserve wealth across generations.

  • Financial Planning
  • Tax Planning
  • Cash Flow & Liquidity Management
  • Estate Planning
  • Philanthropy
  • Insurance & Risk Management

Extended Family Office Services

Fully staffed team capable of delivering comprehensive family office services tailored to your specific requirements.

  • Family Engagement and Education
  • Additional Administration
  • Private Aircraft
  • Privacy & Technology

Personalized Wealth Management in Boulder

Located in the heart of downtown Boulder, we serve a mix of ultra-high-net worth entrepreneurs, founders, CEOs, multigenerational families, and family foundations. Clients are at the heart of our firm. The power of our collective entrepreneurial client base and this ecosystem expands our own and our clients’ global networks and helps us uncover bespoke and timely investment opportunities. Our holistic set of services, together with this vibrant client network, serves to distinguish Pathstone.

Our Expertise

Pathstone brings a wealth of expertise, including investment, wealth planning, and lifestyle management. Our innovative capabilities enable us to foresee opportunities, address complex challenges, and deliver proactive solutions with accuracy. Our mission remains steadfast: to help our clients achieve their financial objectives and secure their financial future.

Rooted in the Boulder Community

Through our conferences, summits, and informal gatherings, we create opportunities that allow people to collectively explore what’s next, and share the experiences, insights, and connections that fuel each other’s success.

We are also dedicated to supporting local initiatives through partnerships with organizations including Naturally Boulder, University of Colorado Boulder, Leeds School of Business, BMoCA (Boulder Museum of Contemporary Art), YPO (Young Presidents Organization), and Impact on Education.

Discover the Pathstone difference and explore the range of services we offer. Contact us today at (303) 442-4447 to speak with one of our advisors and begin your financial journey with confidence.

FREQUENTLY ASKED QUESTIONS (FAQs)

How to choose a wealth manager?2024-09-30T10:47:13-04:00

Selecting a wealth manager involves considering your long-term goals, values, and financial needs, as well as the complexity of your wealth situation. For multigenerational families, it’s crucial to choose a wealth manager capable of providing comprehensive solutions tailored to your requirements. With thorough research and diligence, you can find a single-source provider to serve you and future generations effectively.

What is a fiduciary financial advisor?2024-09-30T10:53:46-04:00
As a registered investment advisor, we are held to the fiduciary standard by the SEC. The fiduciary standard requires advisors to act in the best interests of the client at all times. This is differentiated from the suitability standard (brokers and dealers) that states advice must be suitable for the client.
How do wealth management firms protect my privacy and confidentiality?2024-09-30T10:54:07-04:00
Wealth management firms prioritize client privacy and confidentiality through stringent security measures, including encrypted communications, secure data storage, and compliance with privacy laws and regulations. Discretion is a fundamental part of their service, ensuring that your financial affairs are handled with the utmost confidentiality.
How much money do you need to become a wealth management client?2024-09-30T10:54:23-04:00
Pathstone clients typically have multigenerational complex balance sheets. Rather than it being a question of money, it’s a question of complexity. The minimum asset requirement for wealth management services can vary significantly from one firm to another.
Can wealth management help with intergenerational wealth transfer?2024-09-30T10:54:43-04:00
Yes, wealth management services are specifically designed to assist with intergenerational wealth transfer. They offer estate planning, trust services, and tailored strategies to ensure a smooth transition of assets across generations, minimizing taxes and preserving your legacy according to your wishes.
Is it worth paying for wealth management?2024-09-30T10:55:00-04:00
Whether or not it’s worth paying for wealth management depends on several factors, including your financial situation, goals, and the complexity of your financial needs. Wealth management can offer significant value through personalized financial planning, investment management, tax optimization, and estate planning, especially for individuals with substantial assets or complex financial situations. A good wealth management service can help you grow and protect your assets over time, making it a worthwhile investment for many. However, it’s important to carefully consider the fees involved and ensure that the services provided align with your financial objectives and needs.
What differentiates a wealth management firm from a traditional investment advisor?2024-09-30T10:55:15-04:00
Wealth management firms offer a more comprehensive suite of services compared to traditional investment advisors. While investment advisors typically focus on portfolio management, wealth management firms provide holistic financial planning, including estate planning, tax strategies, philanthropic planning, and more, addressing the broader financial picture.
How do wealth management firms handle investments in unique assets like art or real estate?2024-09-30T10:57:14-04:00
Wealth management firms have expertise in managing diversified portfolios that include unique assets such as art, real estate, and private equity. They offer specialized advice on acquisition, valuation, and sale of such assets, incorporating them into your overall financial strategy for growth and preservation.
What role does philanthropy play in wealth management?2024-09-30T10:57:29-04:00
For some with the right fact pattern, philanthropy can play a significant role in wealth management, allowing families to contribute to causes they care about while optimizing tax benefits. Wealth management firms can help structure charitable giving through foundations, donor-advised funds, or direct contributions, aligning philanthropic goals with overall financial planning. Philanthropy can also be a great way for stewarding family wealth and education the next generation.
How often will we review our financial plan with our wealth management team?2024-09-30T10:57:43-04:00
The frequency of financial plan reviews can vary based on personal preference and any significant changes in your financial situation. Typically, wealth management firms recommend quarterly or semi-annual reviews, with the flexibility to adjust as needed to ensure your financial goals remain on track.
How are wealth management fees structured?2024-09-30T10:57:57-04:00
Wealth management fees can be structured in several ways, including a percentage of assets under management (AUM), fixed fees, or a combination of both. The fee structure should be transparent, aligning with the services provided and the value delivered.

(888) 750-7284
9a.m. – 8p.m. ET, Mon-Fri

(888) 750-7284    9a.m. – 8p.m. ET, Mon-Fri

Find an Office Location

  • Scottsdale, Arizona

  • Los Angeles, California

  • San Diego, California

  • San Francisco, California

  • Walnut Creek, California

  • Boulder, Colorado

  • Denver, Colorado

  • Alexandria, Virginia

  • D.C. Metro Area (Potomac)

  • Naples, Florida

  • Winter Park, Florida

  • Atlanta, Georgia

  • Boston, Massachusetts

  • Englewood, New Jersey

  • New York, New York

  • Philadelphia Metro Area

  • Providence, Rhode Island

  • Austin, Texas

  • Bellevue, Washington

  • Seattle, Washington

  • Jackson, Wyoming

  • Scottsdale, Arizona

  • Los Angeles, California

  • San Diego, California

  • San Francisco, California

  • Walnut Creek, California

  • Boulder, Colorado

  • Denver, Colorado

  • Alexandria, Virginia

  • D.C. Metro Area (Potomac)

  • Naples, Florida

  • Winter Park, Florida

  • Atlanta, Georgia

  • Boston, Massachusetts

  • Englewood, New Jersey

  • New York, New York

  • Philadelphia Metro Area

  • Providence, Rhode Island

  • Austin, Texas

  • Bellevue, Washington

  • Seattle, Washington

  • Jackson, Wyoming

© 2025 Pathstone. All Rights Reserved

Search