Team
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
Andrew Clyne, LUTCF, AIF®
General Agent
Financial Advisor
(303) 300-5045
andrew.clyne@aggregatewealthmgmt.com
5 Star Wealth Manager Award
Adam Manguno
Financial Advisor
(303) 300-5045
Adam.Manguno@aggregatewealthmgmt.com
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...
Gordon Baker
Financial Advisor
(303) 300-5045
gordon.baker@aggregatewealthmgmt.com
Gordon R. Baker is a Financial Advisor based in Denver, Colorado. Mr. Baker has over 14 years of experience in the financial services industry. He holds six licenses with clients in over twelve states. ...
Steven Jones
Financial Advisor
(303) 300-5045
Steven.Jones@aggregatewealthmgmt.com
Generations Financial
Grand Junction/ Western Slope