A charitable remainder trust is a legal arrangement that involves donating assets to an irrevocable trust to benefit charity.
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Building wealth is a marathon, not a sprint. True financial security comes from a well-defined, long-term investment plan.
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Alpine Bank's asset management philosophy is built on a bedrock of efficiency, diversification, and vigilance.
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Discover how Alpine Bank Wealth Management can offer you the tools to financial security. Learn more online and plan for your future today.
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Meet Natalie Schafer, Alpine Bank Wealth Management Client Support Associate
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Meet Fernando Masferrer, Alpine Bank Wealth Management Officer Trainee
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Meet Rochelle Obechina, Alpine Bank Wealth Management Client Support Associate
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Sally Silliman, Alpine Bank Wealth Management* Executive Assistant, joined the team in 2022. She works with wealth management on a variety of tasks and provides administrative support.
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Tricia Lawson, Alpine Bank Wealth Management* Assistant Vice President – Trust Officer, joined the team in 2023. She works with clients along Colorado’s Front Range.
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Daniel Vogel, Alpine Bank Wealth Management Vice President – Tax and Financial Manager, joined the team in 2014 after a 30-year career in public accounting.
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Kathryn Porter, Alpine Bank Wealth Management Senior Vice President – Senior Fiduciary Officer, joined the team in 2019. She works with clients from across the Front Range.
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Meet Kyler Hanson, Operations Associate II at Alpine Bank Wealth Management
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Establishing trust through clear and honest communication doesn't happen overnight; it requires a structured approach, shared leadership, and accountability to the process – a daunting endeavor for any family.
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Alpine Bank Wealth Management would like to congratulate the following persons on their recent promotions.
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Plan for a secure retirement by addressing key fears: long-term care, inflation, and Social Security solvency. Start preparing today with Alpine Bank.
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Tedi Hayden is the Head of Trade Operations at Alpine Bank Wealth Management (ABWM), bringing with her extensive experience in the banking industry.
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Brooke Sanfilippo is an Investment Officer with the Alpine Bank Wealth Management Team.
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Meet Rebecca Ehlen, Client Support Associate II with Alpine Bank Wealth Management.
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When the economy becomes a concern for people, it’s not uncommon to start thinking in terms of weeks or months, focusing on the short-term turbulence and how it will impact you.
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Meet Daniel Wiggins, Alpine Bank Wealth Management Assistant Vice President/Investment Officer
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Meet Jacob Going, CFA®, Alpine Bank Wealth Management Investment Officer
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Since the late 90s, wealth management planning has evolved. It’s a process of planning and incorporating psychological and emotional preparation for moving through life’s stages with a focus on quality over quantity.
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Meet Matt Michalski, Vice President/Trust Officer with Alpine Bank Wealth Management
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Melissa Knutson - CFP® Vice President – Trust Officer with Alpine Bank Wealth Management
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Amanda Miller, vice president and trust officer for Alpine Bank Wealth Management, oversees client portfolio management and business development in Mesa County. She joined the department in 2008 and continues to build on her extensive background in trust and wealth management.
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Plan for 2025 with strategies to assess finances, adjust spending, and review investments. Consult Alpine Bank Wealth Management for expert guidance.
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In raising kids and teaching them solid values, the old axiom "Actions speak louder than words" remains relevant today. Money issues can be the most perplexing for families, and parents have a short window of opportunity to pass on the lessons and principles that will carry kids into adulthood.
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Learn how to navigate inflation, rising interest rates, and market volatility with diversification, quality stocks, and real assets. Consult Alpine Bank today!
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Find the right mortgage loan for you with Alpine Bank's mortgage lenders. Get advice on choosing between 15-year and 30-year mortgage options.
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Families of wealth can successfully maximize their financial capital across multiple generations, along with the critical human and intellectual capital that will define the family, its values, and its legacy in perpetuity.
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Get Expert Financial Advice from Darla Daniel, Director of Alpine Bank Wealth Management. Learn more about our finance program here.
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Get tips for talking to family about your estate plan to avoid miscommunication and ensure a smooth transition of your legacy. Learn more at Alpine Bank.
Read MoreEstate planning is complex, but our Estate Planning Accountant is here to make it simple. Get expert advice on protecting your assets.
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Seeking expert wealth managers? Look no further than Alpine Bank. Our team of financial advisors can help you make informed decisions about your future.
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Learn wealth management with Melissa M. Knutson, CFP, Vice President at Alpine Bank. Achieve your goals with wealth & personal banking.
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Check out Alpine Bank's Wealth Management Q&A with Amanda Miller, CFTA, and Vice President of Alpine Bank.
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Maximize your savings and stabilize your budget with our tips for paying down debt. Learn how to stay on top of your finances.
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Learn how you can save for retirement and enjoy tax advantages with Alpine Bank's diverse range of investment options.
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