Halcyon Wealth Partners

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. Recogn

izing 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.

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. 💙 Congratulations to the proud parents, Mike and N...
07/07/2026

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

Thoughtful growth starts with the right people.We’re excited to welcome two new colleagues to Halcyon who bring experien...
06/29/2026

Thoughtful growth starts with the right people.

We’re excited to welcome two new colleagues to Halcyon who bring experience and a shared commitment to serving clients with care.

Adam joins us as a Financial Advisor, leading client meetings and delivering comprehensive wealth‑planning guidance. Brandon joins us as a Support Advisor, assisting in client meetings and ensuring seamless operations.

06/11/2026

Sophisticated Planning for the What, When and How, So You Can Enjoy the Why.

What does Halcyon really mean? Luke explains.

Last week, we traded our desks for a day of giving back.With , we sorted and organized donations, creating 33 pallets, 1...
06/02/2026

Last week, we traded our desks for a day of giving back.

With , we sorted and organized donations, creating 33 pallets, 17,891 pounds of food, and 14,461 meals for our community.

Small actions, big impact. 💛

This Memorial Day, we observe with deep gratitude and reverence those who gave their lives for freedom.
05/25/2026

This Memorial Day, we observe with deep gratitude and reverence those who gave their lives for freedom.

Great conversations, meaningful connections, and empowering financial futures.💲⭐Thank you to the women who joined us at ...
05/18/2026

Great conversations, meaningful connections, and empowering financial futures.💲⭐

Thank you to the women who joined us at Trellis Wine Bar for our Women’s Financial Planning event. Kristen Wegman shared valuable insights on the essentials of budgeting and investing, helping everyone take confident steps toward their financial goals.

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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