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Continued Growth in the Rocky Mountain Region

Effective December 1, Cosyntris Advisory Network has joined BDO. This expansion further bolsters the growth of BDO’s Wealth Advisory practice and continues to expand the Firm’s footprint in the Rocky Mountain region.    
 
This combination brings together exceptional wealth advisory professionals and a global firm with expansive resources to continue delivering quality service to clients across the region.  Clients will continue to work with the same professionals they have come to trust with access to an expanded portfolio of services. Clients can now access services to help them manage the current economic climate and position them to maintain and build wealth long into the future. We look forward to welcoming Cosyntris’ talented leadership team and professionals to BDO. 
 

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ABOUT BDO WEALTH ADVISORS
 
 

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Year End Financial Planning Checklist

With the end of 2020 coming into focus, we have many areas of uncertainty to navigate on the healthcare, economic, and political fronts. As we encourage our clients to continue thinking and acting long term, there are pockets of near-term financial planning opportunities to consider as the calendar rolls toward year-end.
 

 

 
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Growth vs. Value – Our Views on These Core Investment Styles

For decades, investors and academics have debated the relative merits of “growth” and “value” investing.
 
 

Wealth advisory services within the United States are offered exclusively through BDO Wealth Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. Certain wealth advisory services may not be available to attest clients of BDO USA under the rules and regulations of public accounting.  BDO Wealth Advisors, LLC is an investment advisory firm registered with the SEC.
 

CONTACT:

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DAVE T. ALBANEZE
Wealth Advisors National Leader
Email

Professional headshot of Trevor Emery

TREVOR EMERY
Wealth Advisors Director
Email

Professional headshot of Micah Lang

MICAH LANG
Wealth Advisors Director
Email
 
 

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