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Climb Every Mountain

Tax Mitigation, Estate Preservation & Pre-IPO Opportunities for Investors

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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Our Services

We are Ferneau Asset Management, an independent financial firm in Denver, CO. We are commited to maintaining the highest standards of integrity and professionalism in our relationship with you, the client. We endeavor to know and understand your financial situation and provide you with only the highest quality information and services to help you reach your investment goals. 

<span>Tax mitigation</span>

Tax mitigation

Ferneau Asset Management specializes in advanced tax mitigation solutions for our clients.

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<span>Pre-IPO Opportunities</span>

Pre-IPO Opportunities

 Ferneau Asset Management provides our client direct access to late stage private equity opportunities.

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<span>Alternative Investments</span>

Alternative Investments

 Ferneau Asset Management provides clients with investment opportunities that are not exposed to the stock market roller coaster.

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<span>Private Wealth<br/>Management</span>

Private Wealth
Management

We look forward to helping you and your loved ones explore their financial goals.

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We're Here For You!

Over a decade, we have helped nearly 1,000 young professionals across 10 different states. We've helped people just like you explore their goals -- and in many cases, meet them.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
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Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Words of Wisdom

"Someone is sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffet

"Never depend on a single income. Make an investment to create a second source."

- Warren Buffet

"Price is what you pay, value is what you get."

- Warren Buffet

"The most important quality for an investor is temperament, not intellect."

- Warren Buffet

Jason Ferneau

Jason Ferneau

jferneau@kingswoodus.com

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