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

Home Affordability

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Savings Accumulation

Estimate the future value of your current savings.

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Newsletters

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

More Newsletters →