Noble Wealth Partners is built around honesty, expertise, transparency, compassion, fairness, trust, and a long-lasting partnership with our clients to deliver financial advice with a fiduciary standard of care. We aim to guide our clients, through education, counseling, and prudent management, so we can help them accomplish their financial dreams by utilizing an array of financial solutions and investment strategies tailored to their needs.  

"Loyalty, Prudence, and Care, stresses that covered persons not only act for the benefit of their clients but also to place their clients' interests before their firm's and their own" - Standard III(A) of the CFA Code of Ethics

"When it comes to ethics and professional responsibility, CFP® professionals are held to the highest of standards" - CFP Board's Code of Ethics

Our firm would not exist if it were not for our clients and their trust. Noble Wealth Partners recognizes that ethics are paramount for financial advisors and the industry in which we practice. A strict code of ethics is key to ensuring clients are treated with the utmost respect they deserve. Our advisors abide by the CFA Code of Conduct and the CFP® Code of Ethics so our clients can be confident that their interests will always come first, and that our team will be an advocate for their needs.

You are welcome to learn more about the CFA Code of Ethics and the CFP® Code of Ethics.

People who tend to have the most successful relationships with us:

• Are looking for a long-term relationship

• Seek more from a financial advisor

• Will be transparent and open to ideas

• Will be engaged in the process and will commit enough time to get the benefits of financial planning

• Have built a nest egg sufficient to maintain their lifestyle (or have the potential to save every year)

• Do not prioritize frugality over everything else

Before Jeff co-founded Noble Wealth Partners, he obtained the CERTIFIED FINANCIAL PLANNER™ certification (CFP®) in 2010 and accumulated over 20 years of experience in the financial industry while working at the following firms:

• Columbine Wealth Planning

• New York Life Investment Management

• Deutsche Bank

• ALPS Portfolio Solutions

He was one of the pioneers of the ETF industry, being named to the original institutional sales team for the Select Sector SPDRs in 2004 and had the opportunity to ring the opening bell at the New York Stock Exchange with ALPS Portfolio Solutions in 2012.

Jeff loves to volunteer around his community. He has worked as a youth coach with the South Jeffco Sports Association and was named to the baseball coaching staff at Columbine High School in 2018. Coaching allows Jeff the opportunity to give back to the youth in his community as well as being a wonderful excuse to get outside. When he is not coaching sports, there is a good chance that he's attending a ballet recital to watch his daughter.

Grant co-founded Noble Wealth Partners with a vision that every client deserves a financial plan and investment recommendations tailored to their financial goals and objectives. Grant would welcome the opportunity to partner with you and guide you down the trail that leads to your financial dreams.

Grant believes advisors committed to serving their clients should take the time to master their profession. His pursuit has earned Grant the right to use the Chartered Financial Analyst (CFA) designation (“CFA is the gold standard of the investment profession.” Financial Times, 6/14/2020), and Grant is a Certified Financial Planner® (CFP).

After graduating with a degree in finance from Colorado State University, Grant has spent more than 14 years gaining valuable experience at the following firms:

• Noble Wealth Alliance

• LPL Financial

• Red Rocks Capital

• JP Morgan

• TIAA-CREF

• Oppenheimer Funds

Grant is on the Investment Advisory Committee for Colorado State University (his term ends in 2024). He is an active member of the CFA Society of Colorado and the National Association of Financial Planners (NAPFA).

Outside the office, Grant treasures time with his beautiful wife and their two children. In college, he was part of the Club Tennis Team and served as the Head Coach of the CSU Snowboard Team. Grant engages in competitive tennis, enjoys social pickleball, and makes time to snowboard a couple of times each year.

THE PATH TO SUCCESS

Our first meeting revolves around a discussion about what money means to you, where you want your life to go, and how much you think will be enough to get you there? To ensure that we are providing constructive advice, we like to understand the values of our clients and what drives them? From there, we can help you gather and organize your financial data.

RECOMMENDATIONS

After we have a solid grasp of your financial position, our team analyzes the data and creates a strategy to help you accomplish your goals and objectives. During the plan delivery, we explain what is working and what may need to change to give you the best chance of financial success. Our team partners with you to implement the financial plan to give you peace of mind the financial plan is implemented properly.

PERSONALIZED FINANCIAL SERVICE CALENDAR

After our financial partnership is forged, you can expect proactive communication, ongoing meetings, and value-add services to help our clients achieve their version of financial success.

• Regular review meetings

• Check-in calls

• Online account access

• Monthly newsletter

• Annual comprehensive financial planning review

• Ongoing electronic touchpoints

• Investment updates

• Educational events

• Concierge services on an as-needed basis

• 48-hour response time guarantee for your questions