Alpine Bank Wealth Management (ABWM) has started the new year by surpassing $1 billion in assets managed for clients for the first time in its history as a division of the bank.
“To our clients we say thank you for placing their trust in us,” said Tim Kenczewicz, president of Alpine Bank Wealth Management. “Our team provides unrivalled professional expertise in serving clients in communities across Colorado. We’ve been voted the top wealth management firm in the state, and we’re still growing.”
According to Kenczewicz, in addition to growing assets under management, the ABWM team has also grown its staff to meet the needs of clients in each of Alpine Bank’s diverse Colorado regions. He says this is in contrast to some national firms which have pulled back from many Colorado communities.
In addition to the ABWM team’s size and geographic reach, its experience and credentials also set it apart. “Whether our clients need the expertise of a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP), a Certified Public Accountant (CPA) or experienced trust and estates attorney, Alpine Bank Wealth Management has this expertise in house,” Kenczewicz said.
Get tips from our wealth department by reading our Q & A with Melissa M. Knutson, CFP and Vice President at Alpine Bank.
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