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Our Offices

Denver, CO - Williams/Dennis

Contact US

1777 S. Harrison Street

Suite 810

Denver, CO 80210

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Areas of Expertise

  • Comprehensive trust & estate planning
  • Investment Management
  • Retirement Planning
  • Generational Planning
  • Entrepreneurs & Corporate Executives

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Serving High Net Worth Individuals and Families in Colorado and Beyond

The Robertson Stephens Denver – Williams/Dennis Office takes a comprehensive, long-term approach to financial planning, looking beyond portfolios to understand how financial decisions connect to each client’s goals, priorities, and life. We believe thoughtful planning starts with a clear understanding of what matters most. We then use objective, fact-based decision-making, and draw on lessons from history and experience to create strategies built for the long term.

Our team brings more than 50 years of combined industry experience and a deep understanding of the markets and economy. We don’t rely on cookie-cutter portfolios; we perform our own selections. We also believe in practicing what we preach – applying the same goal-setting, planning and investing principles in our own lives and portfolios as we do for those of our clients. Through workshops, podcasts, newsletters, and social media, we also share our knowledge to help clients better understand the financial world and make informed decisions.

Above all, our approach is personal. We take the time to understand each client’s goals, passions, priorities, and vision for the future, then align their financial strategy accordingly. Some of our clients have been with us for nearly 20 years, and some for more than 35. They know and trust the team managing their money—they know who will answer the phone, handle their transactions, and respond directly when they need us. We’re here for the long haul, helping clients build and preserve financial security through timeless principles and personalized advice.

Upcoming Events

Meet The Team

Michael Williams, CFP®

Managing Director, Principal

Taylor Dennis, CFP®

Senior Vice President

Jennifer Kreger

Associate

Krescent Williams

Associate

Resources

Our Philosophy
Financial Planning
Investment Strategy
Our Clients
Portfolio and Planning Tools
The Robertson Stephens Capital Filter
Our Newsletters
Key Financial Data Worksheet
Defining Financial Terms
Trump Accounts

Capitalize Your Fridays Podcast

Every other Friday, Michael Williams & Taylor Dennis share financial insight as two Certified Financial Planners (CFP)™ with different generational perspectives and occasionally a guest speaker. Provided to you by Robertson Stephens.

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Our Philosophy

Our financial planning philosophy is comprehensive, long-term, and time-tested. We don’t rely on cookie-cutter portfolios; we look at our clients’ whole financial picture. We look at the connections of life goals to financial decisions. This perspective helps us customize our investment strategies to find the best fit for each client. 

We have a strongly held set of beliefs and values that guide our business: from the advice we provide, to how we treat people, to how we allocate capital, to how we build financial plans:

First, we believe that financial planning for long-term financial security is important work. Almost every money decision that our clients make can have an impact on the quality of their lives. So we start with a full understanding of clients’ goals and priorities. Learning from history – either on a personal basis with the context of our client’s individual situation, or from that of the economy and markets is crucial to our unique planning program, My Empowered Future.

Second, we use an objective approach. This does not mean ignoring emotions, but using them properly – to tell us to investigate further or help us celebrate success. We help our clients make informed, fact-based decisions with their planning and investing.

Third, we take our own advice. We believe in practicing what we preach – applying the same goal-setting, planning and investing principles in our own lives and portfolios as we do for those of our clients.

Lastly, we are in this for the long haul. We have decades of combined experience in this industry and know, first-hand, the power of long-term planning. Our culture has made it appealing to act impulsively and to think there are shortcuts, but we know the most effective approach to building or preserving anything of value, especially financial security, is to learn and implement timeless principles.

Project Capitalism Philosophy

Our Clients

Our clients are confident in our ability to manage and grow their capital to ensure financial security. In fact, many of them have been with us for nearly 20 years, and some for more than 35. They share our long-term investment philosophy and appreciate how we take time to connect life goals to financial decisions.  At Robertson Stephens, our top priority is to provide excellent value to our clients and find a strategy that focuses on their specific needs and wants.

Here is a representation of those we work with:

Corporate Achievers

These individuals have developed successful careers in technology, energy, healthcare, telecommunications, and non-profit leadership. They often want clarity on employee stock options and/or investment allocation strategies. We help facilitate equity discussions, build lifelong retirement plans, and investment strategies that align with their goals.

Entrepreneurs

We understand how entrepreneurs typically have limited time beyond their business' immediate needs, so we ease the burden. We help them ensure all aspects of their financial future are headed for the same success they intend for their growing business

Service Professionals

We help everyone from physical therapists and doctors to professors and teachers navigate their pensions, tax-sheltered annuities, and unique retirement plan options. Oftentimes these clients find themselves with a plethora of tax-advantaged retirement options, and we help increase their understanding so their needs are met.

Generational Planning

We cater to the needs of our clients and their growing families. We consider family dynamics, financial decisions and generational transitions. Whether it's financing an expanding family, preparing for college costs, or transitioning an estate, we help ensure our clients and their unique family financial needs are addressed.

Financial Planning

Our financial planning philosophy is holistic, long-term, and time-tested. We use our unique, online client management system, My Empowered Future, to guide the process. This robust program provides structure and resources to keep clients on track with their financial vision and personal goals.

With My Empowered Future, clients will:

  • Have organized and integrated investments, and balanced asset allocation.
  • Take the appropriate amount of risk for achieving goals.
  • Be more aware of possible options, and able to make confident decisions.
  • Be more engaged in life, so life will be more rewarding and purposeful.

Investment strategy

We offer a full range of investment strategies geared to risk tolerance, stage of life and goals, desire for involvement, asset level, and investment experience. Here’s how we invest clients’ money:
1) We start with clients’ Goals and Timeframes
Using our value/goal framework and discovery process, we to get to know clients’ priorities. Then we use a risk tolerance analysis to define how aggressive clients want and need to be. Finally, we write a personalized investment policy with clients’ parameters to guide strategy
2) We Use an Objective Approach
Realizing no one knows the future, we must deal with the facts before us and learn from history. Successful investing is, in large part, understanding the math: including crucial time-value concepts, rate of return calculations, compounding, fundamental and technical analysis. We integrate caution about unknown risks and confidence about what we do know, allows us to remain unbiased.
3) We Perform Extensive Research
We leverage custodian resources through regular market commentary and analysis. We also use databases like Morningstar Analysis & Y-Charts, which are premier databases for security research. Additionally, we also review annual, semiannual reports and company financial statements, And finally we validate our findings with external databases and visits with fund companies and portfolio managers.
4) We use the Robertson Stephens Capital Filter to screen for
We apply the following screens to your investments: 1) Organizational culture and alignment 2) Shareholder focus, accountability, and cost control 3) Risk exposure including diversification, tax efficiency, etc
Learn More about the Capital Filter

Portfolio and planning Tools

We help clients make informed, fact-based decisions with their planning and investing. We keep things transparent, and align the best fit, whether it’s increasing net worth, funding a retirement account, starting a college savings account, establishing a trust account, and more. Our overarching purpose helps guide which tools and strategies are needed when:

  • We believe in the power of a solid financial plan to BUILD clients’ capital.
  • Our unique, online planning program, My Empowered Future, provides structure and resources to keep clients on track.
  • We seek to manage a well-diversified portfolio that will help to DEFEND clients’ capital from unnecessary risk and erosion of purchasing power. 
  • Capturing opportunities through individualized wealth coaching, we strive to GROW clients’ capital, enabling a fuller life.

The Robertson Stephens Capital Filter

The Robertson Stephens Capital Filter is our process for selecting investments. It’s an integral part of our approach. We strive to be independent and objective long-term investors, as well as shareholders. This keeps us aligned with our financial planning philosophy.

We generally stay invested because we understand the benefits of longer holding periods, and the arithmetic in evaluating investments (costs, taxes, earnings, time value of money, etc.). Seemingly small differences in returns compounded over long periods of time make an enormous difference.

We believe in the value of diversification to lower overall risk and bypass ignorance. Thus, our models are made up of actively managed mutual funds, ETFs, and individual securities. By using our Capital Filter, we create a carefully screened portfolio that allows optimization and personalization for each client.

Our Latest Newsletter

The Next Chapter for ALTIUS

October 5, 2026 One of my guiding principles—both personally and professionally with clients—has always been to think and plan in decades, not years. The best outcomes come from thoughtful, long-term decisions. By now, you’ve seen the email we sent last Thursday about our exciting news: We are partnering with Robertson Stephens Wealth Management (RSWM), a fiduciary planning and investment advisory firm. Please refer to the email for full details, but I’d like to highlight a few points: Though I plan to continue working for a long time, I’ve spent considerable time thinking about what the next decades should look like for our clients, our team, and ALTIUS. This partnership strengthens our long-term succession plan while giving us greater resources, technology, infrastructure, and specialized expertise. Very little changes for you. You will continue working directly with me, Taylor, Jenn, and Krescent. I will continue directing your investment allocation and financial plans. Schwab remains our custodian, your fees, your accounts, account numbers, and customized investment strategies stay in place. Our Denver office remains the same, as do our newsletters, podcasts, workshops, etc. Why Robertson Stephens? I was very deliberate about finding the right partner. RSWM’s philosophy and culture fit remarkably well with

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