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Monday 7:30am - 5pm Tuesday 7:30am - 5pm Wednesday 7:30am - 5pm Thursday 7:30am - 5pm Friday 7:30am - 5pm Saturday 10am - 2pm

Millennial Wealth Management

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Broomfield, CO
Millennial Wealth Management

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MWM is a financial planning firm dedicated to serving the investment needs of Millennials everywhere. No?! Me neither! I don't think so, either.

Millennial Wealth Management, LLC was created from many years of personal experience as a financial advisor, and understanding that the vast majority of financial firms were really only looking out for one person... themselves. Think about it, should you trust the financial firms that nearly brought down the global economy a few years ago (the largest crash since the great depression) with your hard earned money? Financial representatives make a sizable commission when they sell you a product, sometimes as high as 8%... Can they really put your best interests first? With that being said, I created a firm designed to eliminate any and all conflicts of interest with the sole focus on helping our clients achieve financial success through prudent financial planning and low-cost, tax-efficient investment options. We are proud to hold ourselves to a higher standard at MWM and we hope to work with you soon!

11/04/2026

19 Midterms, 19 Gains: Can the S&P 500 Keep Its Streak Alive?

Since 1950, the S&P 500, an index that tracks 500 large U.S. companies, has been higher one year after every midterm election: 19 for 19. That record is real, but it came with sharp drops along the way, and 2027 brings higher interest rates, stubborn inflation, and heavy AI spending that could put i...

11/03/2026

S&P 500 Ends October Where May Left Off, Masking Big Sector Moves

The S&P 500 ended October at 7,580.07, just 0.01 index point above its May 29 close. That nearly unchanged finish concealed five months of sharp swings, including a June decline and an October record. On October 30, the index fell 1.8%, its largest daily loss since June. inc.com October also reveale...

11/02/2026

Market Insights - October 30, 2026

Stock Market Today: Deepening Tech Selloff Pushes Nasdaq Toward Its Worst Month in Over a Year Tech-heavy index falls 3% following disappointing earnings from Alphabet, Intel and Amazon this week. The tech selloff is intensifying after results from Amazon and Intel compounded worries around the AI t...

10/30/2026

Using a Qualified Charitable Distribution for Charitable Giving

The 2026 QCD exclusion limit is $111,000 per eligible individual A qualified charitable distribution, or QCD, may be relevant to an eligible IRA owner who is at least age 70½ and intends to give to charity. A properly executed QCD can count toward an applicable required minimum distribution while e...

10/29/2026

Market Insights - October 28, 2026

The U.S. bought $134.9 billion more in goods from abroad than it sold overseas in September as businesses increased their equipment purchases. The wider trade deficit points to strong equipment demand alongside consumer goods imports that remain below last year’s level, a distinction that matters ...

Address

2095 W. 6th Avenue, Suite 112
Broomfield, CO
80020

Opening Hours

Monday	7:30am - 5pm
Tuesday	7:30am - 5pm
Wednesday	7:30am - 5pm
Thursday	7:30am - 5pm
Friday	7:30am - 5pm
Saturday	10am - 2pm

Telephone

+13035788535

Website

https://www.millennialwealthmanagement.com/

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