Wealth    Management
Investment Management

Guaranty Bank and Trust,  through our subsidiary Registered Investment Advisory firms, offers investment management and financial planning solutions to individuals and institutions looking for a high level of customization and personal service.  Our team of experienced investment professionals can design a financial plan and implement an investment strategy to help you achieve your goals.


In today's complex world of investment opportunity, even the most knowledgeable investor can find it challenging to develop and maintain a prudent strategy. We are committed to providing sound an objective advice that will help you achieve your long-term goals for growth and prosperity.

As a fee-only advisor, you can be assured that our team will not try to sell you unnecessary insurance or investment products.  We do not work off commissions and remain independent from selling proprietary products, and objective when developing your plan.

Investment Philosophy

Our team will deliver a customized and highly focused solution tailored to your situation.  As changes occur in the markets and in your life, we are here to help ensure that they are reflected in you investment portfolio.  We are focused on finding investments that offer the right balance of both risk and return to meet the diversification needs of your portfolio.

24-Hour Customer Service

Denver 303.293.5500 | Northern Colorado 970.454.4220 | Toll-free 1.877.609.5500