Founded in 2021 by an existing team of financial professionals with over 150 years of experience and a charge to build something better, our independence was born out of the pursuit of improvement.

From the beginning, the goal has been simple: for both our clients and ourselves, create an environment that builds family-like relationships and empowers success that is greater than wealth.

Headquartered in the Denver area, we take the human approach to wealth management, leading with calculated innovation and free-thinking expertise.

Caring. Driven. Genuine. Human.

Nothing
Without Trust

For us, trust and accountability aren’t just nice to have, they are the backbone of every decision, relationship, and commitment we make. 

Pursuit of Improvement

Our clients are proof that extraordinary doesn’t come from a “good enough” attitude, so we’re never satisfied with coasting and we always push for better.

Real, Everyday Authenticity

We don’t put on a show or follow a script. We lead with humility, confidence, and a human-first approach to keep the focus on people and relationships.

Your Family, My Family, Our Family

We don’t draw lines between work, home, and our clients — at Nilsine, everyone is family and family comes first.

Nothing Without Trust

For us, trust and accountability aren’t just nice to have, they are the backbone of every decision, relationship, and commitment we make. 

Our clients are proof that extraordinary doesn’t come from a “good enough” attitude, so we’re never satisfied with coasting and we always push for better.

We don’t put on a show or follow a script. We lead with humility, confidence, and a human-first approach to keep the focus on people and relationships.

We don’t draw lines between work, home, and our clients — at Nilsine, everyone is family and family comes first.

250+

Aggregate Years of Experience

Expertise across the full wealth cycle, backed by multiple professional credentials.

100%

Owner Operated Firm

Our independence means that we answer to you alone, and are free to open doors when opportunity knocks.

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Greater Than Approach

Our strategies are thoughtfully personalized to empower legacy and life’s meaningful pursuits.