Our approach to wealth management

Our approach integrates your objectives into a personalized plan that can be updated as life situations change. Using sophisticated investment planning tools and professional resources, we match your personal objectives with customized solutions.
Our process includes:

  • Understanding Your Financial Objectives
    • We begin by exploring and listening to your financial objectives
  • Gathering Your Current Financial Information
    • Together, we gather specific information on your whole financial picture
  • Developing Smart, Time-Tested Strategies
    • Next, we analyze your financial and personal information to match your objectives with sound strategies
  • Implementing Thoughtful and Creative Solutions
    • We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services
  • Providing Timely, Ongoing Service
    • We regularly review your situation to help ensure your financial objectives are being met
  • Providing a Whole Approach to Wealth Management
    • Because of our focus on retirement, insurance, tax and estate planning, we find our approach most appropriate to those families with $1 Million or more in investable assets. Or, to those individuals who are committed to disciplined systematic investments over time
RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

 

Our team has over 70 years of combined experience.


Thomas L Coxhead, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

303-595-1113 | Email |
303-595-1155

Tom has over 35 years experience in the financial services industry. In 1986, he joined Dain Bosworth Incorporated, a predecessor firm to RBC Wealth Management, becoming the third-generation member of his family to be affiliated with the firm. Over the years, he has brought together a talented and experienced team of individuals to provide a full complement of wealth management services to his clients. These services include investment advisory and wealth accumulation strategies, liability protection and insurance design, college funding and retirement income planning, as well as wealth transition and estate planning review. In addition, Tom and his team can provide clients with access to lending platforms for both individual and corporate purposes. Tom graduated from the University of Colorado in Boulder’s Leed School of Business with a Bachelor of Science degree in finance. He also earned the Accredited Wealth Manager (AWM) designation through Michigan State University. A Colorado native, Tom and his wife, Suzanne, live in Denver and have three daughters: Alison, Betsy and Sarah (and her husband Mike).

Gerda M. Spears, AWM, CFP®

Financial Advisor, Advanced Wealth Manager

303-595-1136 | Email
303-595-1155

Gerda M. Spears, Financial Advisor, CFP®, has been a financial advisor since 1985, and joined RBC Wealth Management in 2000. Gerda is a second-generation financial advisor and her focus is on assisting clients with retirement and education planning. Utilizing a "team" approach, Gerda works with our clients' CPAs and attorneys to assist in the areas of tax and estate planning. She graduated from the University of Northern Colorado with a Bachelor's degree in Business Administration in 1984. In addition, she graduated from the College for Financial Planning in 1989. In 2012, Gerda completed an advanced course earning the Accredited Wealth Manager (AWM) designation from Michigan State University. Born in New Jersey, and moving west to Colorado in 1974, Gerda has enjoyed many of the benefits of living here such as hiking and snowshoeing as well as museums and theater.

Autumn S Farrington, CFP®

Financial Advisor

303-595-1142 | Email |
303-595-1155

Autumn Farrington, CFP®, began her career with RBC Wealth Management in the Fort Collins Colorado office in 2005, where she passed the Series 7 and 66 exams. Autumn joined the Thomas L. Coxhead Investment Group in 2008 and her role on the team has continued to expand into that of a financial advisor and partner on the team. In 2014, Autumn completed the rigorous coursework and passed the exam to obtain the CERTIFIED FINANCIAL PLANNER designation. With the CFP® designation, comes a passion for helping our clients meet their financial goals through portfolio construction and wealth management planning. Autumn completed her undergraduate work in 2004 with a Bachelor of Arts in economics, business and history from Cornell College in Iowa. She graduated Cum Laude while concentrating in the areas of economics and financial management. Born in Fort Collins, Autumn now lives in Conifer, Colorado with her husband Eric and daughters, Johanna and Scarlett. Life with toddler girls is busy, but rewarding. The whole family enjoys all of the outdoor activities Colorado has to offer.

Matthew Chatterley

Registered Client Associate

303-595-1168 | Email

Matthew is originally from and educated in London, United Kingdom, where he spent over a decade in the financial services industry. Coming to the United States in 2014, Matthew continued his financial services career at Merrill Lynch in Boulder, Colorado and now resides on our team here at the downtown Denver RBC office.

 

As our Registered Client Associate, Matthew is FINRA Series 7 & 66 licensed and will provide a high level of service to all our clients by handling the important administrative and client support services for us. Some of his duties will include: investment and trade execution, fund receipts and disbursements, research of client account inquiries, assisting clients and their tax advisors with cost basis and other related tax information issues, coordinating client estate settlement and disbursement activities and all administrative account management responsibilities. Recreationally, Matthew enjoys the outdoor lifestyle that Colorado provides and takes full advantage of the mountains during the winter months.