LTW Wealth Management Group

Merrill Lynch Wealth Management
6400 S. Fiddlers Green Circle
Suite 1100
Greenwood Village, CO 80111
(303) 689-8046
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Our mission is to help you identify needs you may not realize you have and provide you with the financial tools to create and maintain the lifestyle you desire. We work with busy, successful people across the country who need help managing their wealth, identifying key opportunities, and remedying any gaps they may encounter. Our goal is to help clients take care the financial tasks they may not have the time to pursue so they can concentrate on their business and personal interests.
LTW Wealth Management Group
Merrill Lynch Wealth Management
Welcome

In today’s increasingly complex global markets, the wisdom that comes from professional financial guidance is more essential than ever before. Many of our clients are busy, successful corporate employees who may not have the time to research, develop, and regularly review their financial strategy. At LTW Wealth Management, we take great satisfaction in helping them unwind complexity and bring order and meaning to their financial lives.

We believe our level of client service is a key differentiator of our practice. Over the years, our clients have become integral members of our professional family and we are deeply entrenched in their lives – from milestones and triumphs to difficulties and challenges. Through regular meetings and ongoing discussions, we stay apprised of changing conditions so that we can better respond to your needs. Our goal is to help you “answer your why” and uncover the true purpose behind your wealth.

To us, wealth management is about realizing personal and deeply held aspirations, such as a comfortable retirement income, college funding for children and grandchildren, ensuring financial security for successive generations, or support for a local charitable organization. Linking these human elements together is the basis for recommending the strategies we use to complement your goals. Whatever your priorities are, we can help you organize and simplify your financial life and build a personalized wealth plan that reflects your values.

Our entire team is dedicated to keeping you focused on where you want to go, advising you on how to get there, and continually reminding you of the importance of maintaining a disciplined approach to pursuing your goals. We work hard so that you can focus on the people and pursuits you value most.

Recognition
Elizabeth Miller
Managing Director, Wealth Management Advisor
Forbes "Top Women Wealth Advisors Best-in-State", 2024
(Published on February 8, 2024. Rankings based on data as of Sept 30, 2023.)
Forbes "America"s Top Women Wealth Advisors", 2020-2021
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2021-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
About Us
Welcome

In today's increasingly complex global markets, the wisdom that comes from professional financial guidance is more essential than ever before. Many of our clients are busy, successful corporate employees who may not have the time to research, develop, and regularly review their financial strategy. At LTW Wealth Management, we take great satisfaction in helping them unwind complexity and bring order and meaning to their financial lives.

We believe our level of client service is a key differentiator of our practice. Over the years, our clients have become integral members of our professional family and we are deeply entrenched in their lives – from milestones and triumphs to difficulties and challenges. Through regular meetings and ongoing discussions, we stay apprised of changing conditions so that we can better respond to your needs. Our goal is to help you "answer your why" and uncover the true purpose behind your wealth.

To us, wealth management is about realizing personal and deeply held aspirations, such as a comfortable retirement income, college funding for children and grandchildren, ensuring financial security for successive generations, or support for a local charitable organization. Linking these human elements together is the basis for recommending the strategies we use to complement your goals. Whatever your priorities are, we can help you organize and simplify your financial life and build a personalized wealth plan that reflects your values.

Our entire team is dedicated to keeping you focused on where you want to go, advising you on how to get there, and continually reminding you of the importance of maintaining a disciplined approach to pursuing your goals. We work hard so that you can focus on the people and pursuits you value most.

Meet Our Team
Elizabeth Miller,

CIMA®

Managing Director, Wealth Management Advisor
303.689.8046
Timothy Wilson,

CFP®,CRPC™

Senior Vice President, Resident Director - Wealth Management Advisor
720.489.4991
Cole Hogsett
Assistant Vice President, Senior Financial Advisor
303.689.8004
Riley Joseph Goldstein
Financial Advisor
303.689.8020
Jared Edward Beke,

CRPC™

Assistant Vice President, Investment Management Specialist
303.689.8041
Austin Conway,

CRPC™

Assistant Vice President, Wealth Management Specialist
303.689.8003
Brenda L Harris
Assistant Vice President, Wealth Management Associate
303.689.8026
Kerry Farr
Assistant Vice President, Wealth Management Associate
303.689.8015
Kristina Teller
Officer, Registered Wealth Management Client Associate
303.689.8029
Janet A Curzon
Assistant Vice President, Wealth Management Associate
303.689.8014
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Craig Considine
Senior Wealth Management Lending Officer
NMLS #18144
Kathryn Roth
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.