Helping you grow more than wealth

My role

I serve affluent families and business owners seeking professional wealth management with a family office approach. I coordinate with your tax, legal, and advisory team to help you build, protect, preserve, and bequeath wealth over multiple generations.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I partner with clients to address what matters most:

  • retirement and lifestyle;
  • comprehensive wealth and tax strategy working alongside your accountant;
  • asset protection;
  • educational planning;
  • generational wealth transfer and family governance;
  • philanthropic impact; and/or
  • business succession and liquidity.

Let's take the next step together

I would value the opportunity to learn more about your financial goals and how I can be of service to you. Please contact me at 303-488-3611 or at dave.sogge@rbc.com. I look forward to hearing from you.

Forbes Best-in-State Wealth Advisor

I am honored to have been recognized as a Forbes Best-in-State Wealth Advisor in 2022, 2023, 2024, 2025, and 2026. 

Global Insight Monthly

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in Global Insight Monthly

About Us

Learn more about us here.

Dave Sogge

Dave Sogge, AWM, CFP®, CIMA®, CIMC®, CPA/PFS*

Senior Vice President - Financial Advisor, Senior Portfolio Director

303-488-3611 720-537-5827
Jordan Ringstad

Jordan Ringstad, CFP®, MBA

Senior Financial Associate

303-488-3654 303-517-0273