Mission Statement

To help families build and preserve wealth in a tax effective manner.

ANNOUNCING: Denver’s 2009 FIVE STAR Wealth Managers 

Mark Sindrich of Sindrich & Associates named
Denver's 2009 Five Star Wealth Managers
Click Here to see the article.

Well over half of the consumer responses in the Denver area indicated it is difficult to find a wealth manager they trust and rely on. Wealth managers, broadly defined, are those individuals who help you manage your financial world and/or implement aspects of your financial strategies. Common examples of wealth managers are financial advisors, life insurance agents, accountants, tax advisors attorney, etc.

 

With more than 10,500 wealth managers in the Denver area, how do you find someone who listens to you, represents your interests and operates with an emphasis on integrity and service? 5280 magazine recently formed a partnership with Crescendo Business Services, an independent research firm, to find out which wealth managers successfully satisfied key client satisfaction criteria and overall scored the highest in client satisfaction.

 

 

At Sindrich & Associates , we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets.

As an affiliate of National Financial Partners Corp., an independent national financial services company, our responsibility is to provide access to those sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through NFP Securities, Inc. With those resources in place we facilitate the complex corporate and personal financial decisions our clients must make. For example,

What are strategies for corporations to:

What are strategies for family businesses to:

What are strategies for affluent individuals to:

What are strategies for affluent families to:

 
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

More Newsletters →