Spend more time
& money
with your family
Looking for professional help with your finances?
Located in Denver, CO
serving clients nationwide.
What We Do
Financial Planning
Create a customized strategy for growing and utilizing your wealth. We need to know what you've done so far and where you want to go.
Investment Management
Goals, plan, portfolio--in that order. We create custom strategies that look at risk, tax planning, and fee-drag; all in agreement with your financial goals.
Tax Planning
By working with your tax preparer, we help you create a game plan to try to navigate the lifetime of your taxes.
WHO WE SERVE
Near-Retirees
If you’re wanting to retire before 65, your concerns should be:
- Which accounts to draw from first,
- Which health insurance to use,
- How to reduce Medicare Premiums,
- When to draw Social Security,
- How to get ahead of Required Distributions,
- Reducing your overall tax liability,
- Finding the right budget for your new lifestyle,
- Planning for healthcare events
And on top of all of that, you probably have some grand-babies you’re looking to spoil and save for.
When you work with us, you will have a plan that helps you enjoy the most of your money while you’re still living.
We’ll be here for your family when you’re no longer around, making sure they have help to navigate any legacy you may leave behind.
WHO WE SERVE
Growing Families
You've had a kid or two, and are thinking of more... or maybe not...
But you’re realizing that time spent with your family is the most important thing, and you’re looking to offload some of the operations of your life to a professional.
We help you figure out things like:
- Budgeting,
- Which healthcare plan to use,
- Which accounts to save into,
- How to leverage good & bad debt,
- Equity compensation risks,
- When appropriate to use a Will or Trust
We partner with your family to make the most of your money and income potential.
Our Method
We start by building trust, not selling.
Before discussing any recommendations or financial tools to use, we learn who you are, what you care about, and what you want to do.
We’ll meet 1 to 3 times a year and correspond even more frequently.
We will be there with you as your life evolves and as it passes to the next generation.
We act as your financial advocate.
About
Alex Engen started M6 Wealth with a desire to serve his clients and his family. Working in different financial advisory mediums gave Alex the experience to choose the one that best fit this desire; enter M6, a practice held out to put clients first.
When you work with Alex, you can expect outperformance.
Not outperforming the hottest stock or index, but outperforming who you were before you had a plan in place.
The most important thing you need to know about Alex is his family. His wife and children are pursuing their dream of living a life full of adventure and community. You'll find them mountain biking, camping, or snowboarding as a family in the mountains on any given week.
Fun fact: All of the photos you see on this website were taken by his wife, Rachel.
(720) 400-7868
info@m6wealth.com
Mailing Address: P.O. Box 904, Parker, CO 80134
Advisory services offered through M6 Wealth, A Member of Advisory Services Network, LLC
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