About Us
CoBiz Wealth Management is an advisory firm whose clients appreciate our values of integrity and honesty.
Longtime trusted advisors, Alexander Capital Management Group and Wagner Investment, have combined into one
powerful organization designed to best serve your needs. CoBiz Wealth offers you the same high level of service,
trusted advice and financial expertise that you have grown to trust, with added services such as a broadened
asset allocation platform and additional investment vehicles.
Our clients' interests are foremost. We'll carefully listen and collaborate with you to craft and implement a
personalized financial plan that will help you reach your goals. As your needs evolve and change, we review and
adjust appropriately.
We work on a fee-only basis which allows us to be objective in our investment selections, and which we believe
aligns our interests with yours.
With a history in Denver, our reputation of honesty, integrity, consistency and discretion is very important
to us.
