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At Aggregate Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Denver Office

Adam Manguno

Financial Advisor

(303) 300-5043

(303) 300-5045

Adam is a registered investment advisor who is passionate about helping goal-oriented individuals, families, and small businesses achieve their financial dreams. With a comprehensive planning approach, Adam takes the time to truly...

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Steven Jones

Financial Advisor

(303) 300-5043

(303) 300-5045

Offering robust plans and financial advice, Steven Jones strives to ensure that his clients have intelligent, comprehensive planning.  Having earned his bachelor’s degree in business administration from Colorado State...
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Grand Junction/ Western Slope

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