We understand our clients' investment needs are evolving, which is why we are, too. Introducing CoBiz Wealth Management: the same high level of service, investment expertise, customization and transparency established by Alexander Capital Management and Wagner Investment combined into one powerful organization designed to best serve your needs.

With a deeper bench of planning and investment talent, and a broader array of carefully vetted investment options, CoBiz Wealth guides business owners and high-net-worth individuals through today's volatile markets and array of product choices toward clarity and financial security. We offer a comprehensive and personalized financial road map that may include

• INVESTMENT MANAGEMENT
• FINANCIAL PLANNING
• TRUST & ESTATE SERVICES
• ADDITIONAL SERVICES

We'll work together to effectively manage your unique personal and professional financial needs to give you financial freedom and peace of mind.

Our goal is to use the right tools to meet your specific goals and preferences. CoBiz Wealth Management offers a wide range of services, including institutional quality investments, personalized financial planning, and customized asset allocation services, all delivered with unparalleled attention to detail and highly personalized service.

Complementary service providers within the CoBiz Financial family mean that your unique financial, insurance and business needs can conveniently be managed in one place, freeing you to focus on life.

At CoBiz Wealth, we think globally and serve you locally. As part of the CoBiz Financial family, we offer a comprehensive, centralized place for business owners and high-net-worth individuals to find customized solutions and manage their financial, insurance and business needs. We live, work, serve and make decisions in Denver, where we have successfully served our investment clients for more than 30 years. Although our roots are in Denver, our reach is global in scope. Our industry experience, tenure and rigorous research are impressive, but our commitment to listening to our clients – and putting their needs first – is what sets us apart.