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Tailored Investment Management

Tailored Investment Management

Head of Investments

We want to improve our client’s ability to reach their financial goals- beyond just managing their money. We’ll contact you and help you know what to expect as markets change and progress. We’ll help you ensure your financial plan, investment strategy, and investment approach are in line with your goals so you know that you’re on track to afford the future you hope for. Lastly, we’re transparent about the decisions we make with your portfolio because we believe that being a well-informed investor is a better investor (and a happier client).

Wind turbines standing on a grassy plain, against a blue sky.

Our Approach To Wealth Management

At Progress Wealth Management, we do things differently. We believe that oftentimes your goals hinge on the quality of the investment approach you use as you create your future. This is why we believe that as you build your investment strategy, the following must be considered.

Goals

Without considering your goals, any investment strategy used is more than just throwing you into any old generic portfolio. It might help you get there but it also might not.

Ethics and Morals

We’ve never met a single person who said that they’d be fine with investing in industries or companies that do things they find immoral or unethical. We can work with you.

Financial Plan

Your investment strategy has a bigger impact on the rest of your life than most realize. Little things can disqualify you from public benefits or push you into a higher tax bracket unnecessarily.

Tax Circumstances

Some kinds of investments create more of a tax burden than others. We believe that depending on where you are in life, it can make sense on occasion to pursue low-tax investments.

Meet Our Tenured Investment Policy Committee

Jason Wenk

CEO and Founder of Altruist, a close partner of Progress Wealth Management

Jason Wenk is a fintech executive, writer, self-proclaimed math geek, and investment systems developer.

He began his career at Morgan Stanley in NYC at age 20 as one of their youngest professional employees, working on investment research and asset management systems development.

Jason entered the industry with a technology background, and one of his first experiences was watching the stock market implode following 9/11.

“I saw firsthand what that did to people. It ruined retirements. It was devastating to a lot of people.”

During his time in New York, he also witnessed how underserved the everyday investor was. This motivated him to set off on his own and build FormulaFolios: quantitative, computer-driven investment models based on academic research to help remove emotion from investing. This allowed him to provide the average investor with the same world-class strategies as multi-billion dollar fund managers.

    Blaine Thiederman MBA, CFP

    Founder of Progress Wealth Management, Financial Plannerhttps://progresswealthmanagement.com/why-small-business-financial-planning-is-so-different-and-4-areas-you-may-not-know-they-can-help/, and Wealth Management Expert

    Blaine’s Long Tenure in the financial Sector, his CFP®, and his wealth of experience advising literally thousands of people on how they should best plan for their future make him uniquely qualified to help you plan for yours.

    Blaine has served as Senior Financial Planner at Edelman Financial Engines as well as a technical financial planner for Ultra-Wealthy clients of Fisher Investments.

    He’s also worked for PwC advising employees of the companies it served.

    Blaine believes that true financial planning is really personalized financial education and seeks to make all of his clients aware of what he’s recommending and why so they feel confident as they move forward with the financial plan he creates for them.

      Adam Grealish

      Head of Investments for Altruist, a close partner of Progress Wealth Management

      Adam brings a wealth of finance and investing expertise to Altruist, with a career rooted in financial innovation. He most recently led Betterment’s strategic asset allocation, fund selection, automated portfolio management, and tax strategies. Grealish served as a vice president at Goldman Sachs, overseeing the structured corporate credit and macro credit trading strategies. Adam was part of the global quantitative equity portfolio management team at New York Life Investments earlier in his career.

        What does it cost for investment management?

        Our fee structure is simple and easy to understand. If you hire us, you’ll pay a highly competitive fee that’s based on the size of your portfolio. By charging a fee based on the size of your portfolio, our pricing aligns with your interest and our own. In other words, as you grow, we grow.

        We provide all clients the same level of service and, because we’re non-commissioned, we don’t have any incentive to give you anything but the best possible advice at every step of the way.

        Click here to view our pricing

        Learn More About Our Approach

        Skip the middleman with Direct Indexing

        Directly invest in hundreds of the largest U.S. stocks, as opposed to using an ETF or mutual fund, to reduce costs, increase transparency, and capture tax benefits

        Lower Cost

        Our investment strategies are designed to keep expenses low. By carefully evaluating the expenses and trading costs of investments, we help keep more money in our clients’ portfolios.

        Diversify Globally

        Our investment strategies give our clients exposure to 10k+ securities globally, so they can capture growth potential from companies around the world while reducing exposure to individual company risks.

        Save On Taxes

        Our investment strategies aim to lower our clients’ tax bills and are carefully constructed to reduce the negative impact taxes can have on their take-home returns.

        A Personal Relationship with your Financial Advisor to Help You Stay Informed

        Stay Up to Date with how your portfolio is being managed by working with your own dedicated CFP so you know what to expect.

        How Progress Wealth Management Can Help

        Wealth Management

        Our portfolios are built on the core investment principles of global diversification, tax awareness, and cost sensitivity. Our investing team has responsibly managed billions of dollars and is committed to investment excellence and helping you reach your long-term financial goals.

        Custom Financial Plans

        We’ll create a financial plan to help you afford the future you dream of, designed specifically for you. A good financial plan takes into consideration every part of your financial life and, like the conductor of an orchestra, ensures they all work together in harmony.

        Retirement Income Plans

        We’ll create for you a retirement income plan so you know what kind of life you can afford once you’re no longer earning a paycheck. We’ll look at how much you have, how much you’ll need, and give your money room to grow while being smart about taxes.

        Contact Us Today For a Complimentary Initial Consultation

        Contact us

        Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.

        Copyright © 2023 · All Rights Reserved.
        Progress Wealth Management • email us at blaine@progresswealthmanagement.com• Meet us at 12183 West 57th Ln Arvada, Colorado, United States of America 80002 • Hours Of Operation: 7AM - 7PM, Monday through Friday • Blaine Thiederman MBA, CFP®
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        All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Progress Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Progress Wealth Management an Investment Advisor in the State of Colorado. Being registered as an investment adviser does not imply a certain level of skill or training.
        • Progress Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.
        • Securities offered through Charles Schwab & CO and Altruist Financial LLC, Member FINRA/SIPC. Progress Wealth Management Charles Schwab & CO and Altruist financial, LLC are separate entities, independently operated. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Colorado or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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