Higgins & Schmidt Wealth Strategies

Higgins & Schmidt Wealth Strategies local. independent. trusted. Higgins & Schmidt Wealth Strategies, LLC is a registered investment adviser. This platform is solely for informational purposes.

Higgins & Schmidt Wealth Strategies is an independent Registered Investment Advisor based in Denver, Colorado, dedicated to delivering an exceptional wealth management experience. We provide comprehensive financial planning, investment management, and tax strategy services, blending deep technical expertise with a collaborative, client-focused experience—ensuring every strategy is tailored to your

goals, priorities, and values. Our team works closely with clients to integrate investments, tax planning, estate strategies, insurance reviews, and retirement planning into one cohesive plan. We pride ourselves on combining the sophistication of advanced financial planning with the warmth, accessibility, and personal attention. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Investment advice offered through HS Wealth Strategies, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Additional Social Media Disclosures can be reviewed athttps://higginsschmidt1024.us1.advisor.ws/sites/higginsschmidt1024.us1.advisor.ws/files/hsws_socail_media_disclosures_-_final.pdf

After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trum...
07/10/2025

After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4. This new budget is far-reaching, including making many parts of the Tax Cuts and Jobs Act permanent. To read on please follow the link below.

After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4.

Happy Pride!! 🌈 ♥️
06/03/2025

Happy Pride!! 🌈 ♥️

Happy Pride Month!

We're honoring our LGBTQ+ colleagues, advisors, and investors – and turning celebration into progress.

From volunteer efforts to community celebrations, we'll be sharing how we're making the industry more welcoming for all this month.

05/02/2025
Welcome back to Casual Finance Friday, where we take a lighter approach to serious financial topics to help you stay inf...
04/11/2025

Welcome back to Casual Finance Friday, where we take a lighter approach to serious financial topics to help you stay informed and grounded. This week, we’re talking about the recent market volatility and what’s been driving it — mainly uncertainty around global trade policies and tariff tensions. It’s been a choppy few days, but that doesn’t mean it’s time to panic. To put it all in perspective, let’s remember legendary investor Peter Lynch back in 1994.

Casual Finance Friday: Volatility, Tariffs & Timeless Wisdom from Peter Lynch By: Steven Higgins Financial Advisor, Registered Principal Welcome back to Casual Finance Friday, where we take a …

It’s March Madness and tax season—two types of brackets that can make your head spin. In this edition of Casual Finance ...
03/21/2025

It’s March Madness and tax season—two types of brackets that can make your head spin. In this edition of Casual Finance Friday, we break down two practical tax strategies that can help you win during tax time: Colorado’s Retirement Income Exclusion and Tax Loss Harvesting. Whether you're cheering on your picks or planning your finances, these tips can help you keep more money in your pocket.

Welcome to Casual Finance Friday: March Madness Edition! Bracketology & Tax Brackets Written By: Steven Higgins, Financial Advisor, Registered Principal It’s Friday, March 21, and that means it…

Welcome back to Casual Finance Friday!Explaining the 'Rule of 72"Ever wonder how long it will take for your money to dou...
03/14/2025

Welcome back to Casual Finance Friday!
Explaining the 'Rule of 72"
Ever wonder how long it will take for your money to double? The Rule of 72 provides a quick estimate. Just divide 72 by your expected rate of return—the result is the number of years it will take for your investment to double.

Welcome to the second iteration of Casual Finance Friday!  This series is designed to send you into the weekend with som...
03/07/2025

Welcome to the second iteration of Casual Finance Friday! This series is designed to send you into the weekend with some practical and actionable information to help you on your personal financial and wealth journey. Today we’re highlighting the sometimes confusing Back Door ROTH IRA Contribution Strategy. Let’s dive in!

Casual Finance Fridays: Backdoor Roth StrategyUnlocking Tax-Free Growth for High Income EarnersWritten By: Steven Higgin...
03/07/2025

Casual Finance Fridays: Backdoor Roth Strategy
Unlocking Tax-Free Growth for High Income Earners

Written By: Steven Higgins, Financial Advisor, Registered Principal

Welcome to the second iteration of Casual Finance Friday! This series is designed to send you into the weekend with some practical and actionable information to help you on your personal financial and wealth journey. Today we’re highlighting the sometimes confusing Back Door ROTH IRA Contribution Strategy.

Casual Finance Fridays: Backdoor Roth Strategy Unlocking Tax-Free Growth for High Income Earners Written By: Steven Higgins, Financial Advisor, Registered Principal Happy Friday! Welcome to the sec…

A Big Win for the Best of Us: The Social Security Fairness Act Restores Social Security Benefits for 2 Million Public Wo...
03/04/2025

A Big Win for the Best of Us: The Social Security Fairness Act Restores Social Security Benefits for 2 Million Public Workers
By: Steven Higgins Financial Advisor, Registered Principal

Here’s a common-sense story out of Washington, D.C. Yes, you read that correctly. The Social Security Fairness Act(HR 82), addressing the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), met little opposition and carried broad bipartisan support. Sponsored by Representative Garret Graves (R) of Louisiana, the bill was signed into law by President Joe Biden on January 5, 2025.

A Big Win for the Best of Us The Social Security Fairness Act Restores Social Security Benefits for 2 Million Public Workers By: Steven Higgins Financial Advisor, Registered Principal  Here’s …

02/26/2025

We broke down markets into a 5-minute read

02/19/2025

Here's what savvy investors should know

02/12/2025

Here's what you need to know

Address

1934 Market Street
Denver, CO
80202

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17202870918

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