Halcyon Wealth Partners

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Halcyon Wealth Partners Halcyon Wealth Partners Boutique in Service. Bold in Capability. Built to Last. The intricacies of these areas often lead to a lack of clarity.

Halcyon Wealth Partners is a boutique wealth management firm built for families who want more than just investment advice. We deliver sophisticated, multi-generational planning with care, service, and personal touch while being backed by the research, resources, and horsepower of a 168-year-old firm. Navigating the complexities of financial planning and wealth management can be challenging. Recognizing the complexity and resulting unease, we defined our approach to effectively alleviate those concerns. Your financial plan will be tailored specifically to you. We offer guidance and support that aligns with your lifestyle, working towards the goal of attaining and maintaining financial freedom. Transparent communication and education serve to simplify complexity. By fostering partnerships, we attain clarity, offering reassurance and peace of mind as we move forward.

We’re excited to welcome Andrew Finch to the team as our Director of Investments.Andrew leads portfolio construction and...
10/13/2026

We’re excited to welcome Andrew Finch to the team as our Director of Investments.

Andrew leads portfolio construction and investment strategy, evaluates new opportunities, and helps integrate alternative investments when appropriate. His expertise and disciplined approach strengthen our ability to deliver thoughtful, client-focused solutions.

We’re thrilled to have Andrew join the team and look forward to the value he will bring to our clients and advisors alike.

We’re excited to recognize William Freriks for joining Northwestern Mutual’s Wealth & Investment Management Field Commit...
09/28/2026

We’re excited to recognize William Freriks for joining Northwestern Mutual’s Wealth & Investment Management Field Committee. We look forward to the insight and leadership he’ll bring as he helps represent the voice of the field and our clients. 👏

Today we remember and honor those we lost. We reflect on the courage, sacrifice, and unity that followed, and the impact...
09/11/2026

Today we remember and honor those we lost. We reflect on the courage, sacrifice, and unity that followed, and the impact that continues to shape us today.

09/08/2026

Whole life or term life? Premium or cash value? Let’s make the language easier to understand, then talk about the coverage that may fit your needs.

We're celebrating Lily's 1-year anniversary with Halcyon Wealth Partners!As Service Advisor to Mike Babb, Lily has been ...
09/01/2026

We're celebrating Lily's 1-year anniversary with Halcyon Wealth Partners!

As Service Advisor to Mike Babb, Lily has been a tremendous asset to our team and clients. In her first year, she earned her Life & Health License, CFP, Series 7, and SIE.

Congratulations, Lily! đź‘Ź

Teeing up for a great cause! ⛳ Thanks to our advisor, Adam Lucas, for hosting a fantastic tournament in support of the C...
08/12/2026

Teeing up for a great cause! ⛳ Thanks to our advisor, Adam Lucas, for hosting a fantastic tournament in support of the Cystic Fibrosis Foundation on Monday. Together, we helped raise $25,000 to support the Foundation's mission.

Momentum grows when purpose, passion, and people align. Proud to have our team at Northwestern Mutual’s 146th Annual Mee...
07/31/2026

Momentum grows when purpose, passion, and people align. Proud to have our team at Northwestern Mutual’s 146th Annual Meeting in Milwaukee, embracing the theme of Multiplying Momentum and looking ahead to what we can achieve together. One of the biggest highlights was connecting with fellow Northwestern Mutual advisors, sharing best practices and learning from diverse experiences.

We're proud to share that Will Freriks has earned the Certified Exit Planning Advisor (CEPA®) designation.As a CFA, CPWA...
07/28/2026

We're proud to share that Will Freriks has earned the Certified Exit Planning Advisor (CEPA®) designation.

As a CFA, CPWA®, CFP®, CEPA®, WMCP®, RICP®, and CLU®, Will is committed to continuously expanding his expertise to better serve clients navigating complex wealth, business, retirement, and legacy planning decisions.

The CEPA® designation further strengthens his ability to help business owners build transferable value, prepare for successful transitions, and align their business and personal financial goals.

07/15/2026

For Will Freriks, exceptional client service starts with one principle: always do what’s right for the client. It’s an approach that builds trust, strengthens relationships, and drives lasting results.

A very special addition to our team has arrived!! Welcome, Baby Liam. đź’™ Congratulations to the proud parents, Mike and N...
07/07/2026

A very special addition to our team has arrived!! Welcome, Baby Liam. đź’™ Congratulations to the proud parents, Mike and Nanda!

Address

1873 S Bellaire Street Ste1600
Denver, CO
80222

Opening Hours

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

Telephone

+13033005541

Website

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