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        General Info
        Sargent Bickham Lagudis is a fee-only financial advisor, offering customized investment management strategies and financial counsel for individuals, families, and institutions. We are based in Boulder with offices in Denver, serving clients throughout Colorado and the United States. Our clients have counted on us for sound financial advice for over 25 years as they navigate through life's most important decisions. Additionally, we provide consulting services for retirement and estate planning, real estate analysis, and a wide variety of other financial matters. Our philosophy is to establish a well-defined plan, identify high quality investments, reduce risk at each step of the process, and pay attention to details. We are currently managing and supervising approximately $800 million in securities.
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        Neighborhoods
        Central Boulder, Downtown Boulder
        Other Link

        Boulder and Denver Wealth Management

        Categories
        Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Market Research & Analysis

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        Details

        Phone: (303) 443-2433

        Address: 1801 13th St, Boulder, CO 80302

        Website: Boulder and Denver Wealth Management

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