Obermeyer Wealth Partners

07/02/2026

As we celebrate Independence Day, we extend our warmest wishes for a safe, joyful, and memorable 4th of July weekend.

Whether you’re spending time with family and friends, exploring the mountains, or simply enjoying a well-deserved moment to recharge, we hope your holiday is filled with celebration, gratitude, and lasting memories.

From all of us at Obermeyer Wealth Partners, Happy 4th of July! ❤️🤍💙

06/02/2026

Obermeyer Wealth Partner’s Women & Wealth exists because money conversations are better when women have a space to have them — honestly, together, without the noise.

This month we headed to Plum Fairy Farm in the Roaring Fork Valley to make Mother’s Day bouquets. Mothers, grandmothers, daughters, aunts, dog moms — women at every stage of life — arranging flowers and talking about the women who shaped them and who they want to inspire.

The bouquets were as unique as the women who made them.
A quote from an attendee - “It was such a joy to meet new friends and reconnect with past friends.”

That’s the whole point.

01/13/2026

In our year-end investment outlook video, Ali Phillips, President and Partner, reflects on a transformative year for our firm and Adam Savin, Senior Vice President of Investments and Partner, provides our latest views on the market. Adam analyzes 2025’s strong market performance and looks ahead to 2026, outlining our expectations for modest positive growth and continued central bank policy adjustments, while noting elevated valuations in technology and heightened concentration risk. Our investment approach remains focused on quality, resilience, and sensible valuations, with an emphasis on diversification and disciplined risk management to compound wealth over the long term.

11/26/2025

We wish everyone a Happy Thanksgiving! May your day be stuffed with happiness, your table with treats, and your heart with gratitude.

Please be aware that we have modified office hours this week in observance of the holiday. We will close at 2pm MST on Wednesday, November 26th, and remain closed on Thanksgiving Day. We will be available and working remotely from 8am-11am MST on Friday, November 28th, and resume regular business hours on Monday, December 1st.

12/18/2024

✨ We're excited to announce that Obermeyer Wood is now Obermeyer Wealth Partners! This name evolution reflects the natural progression of our firm. Over the years, we have expanded beyond investment management to provide integrated wealth management and financial planning. Our disciplined, independent approach to managing your investments remains our core focus, ensuring your wealth is carefully stewarded for generations to come.

Same trusted team, same independent structure, just a name that better reflects our comprehensive capabilities. Visit us at obermeyerwealth.com to learn more!

02/22/2024

We are thrilled to announce the completion of our acquisition of Vail-based Booth Creek Capital and the addition of its founder and portfolio manager, Adam Savin. The acquisition demonstrates our commitment to providing top-tier investment solutions to clients.

"We are excited to welcome Adam to our team," said Ali Phillips, President of Obermeyer Wood. "His expertise will be invaluable as we enhance our investment strategies and bolster our capabilities to better serve our clients in the years and decades to come."

You can learn more by clicking below to read the full news release on our website.

Obermeyer Wood Investment Counsel, a wealth management firm recognized by Forbes, Barron’s, and CNBC as one of the nation's leading independent advisors, is thrilled to announce the completion of its acquisition of Vail-based Booth Creek Capital and addition of its founder and portfolio manager, A...

01/10/2024

As the curtain fell on 2023, investors applauded a positive end to the year for the financial markets. A growing consensus that the Federal Reserve (the Fed) is done raising interest rates and will pivot to cutting rates by mid-2024 fueled a sharp drop in Treasury yields and rekindled investor appetite for equities in the last two months of the year. However, we aren’t ready to pop the champagne just yet. While favorable markets were cause for jubilance, the world is still reeling from the ongoing conflicts in Israel, Gaza, and Ukraine. The humanitarian toll from these events is staggering, and our collective hope is for peace in the world.

Looking ahead, we are monitoring the impact the wars have on the global economy; we are following the political environment at home and assessing the candidates’ policies ahead of the 2024 election; and we are watching company earnings in light of a dynamic and challenging economic environment. We have a balanced perspective, believing that the economy is stable for now and inflation is contained. Yet we know the impact of higher interest rates is still working through various sectors.

Click the link below to read our full Winter 2024 newsletter, featuring our market commentary, improved financial strategies for our clients, and firm updates celebrating milestones for our team members.

https://obermeyerwood.com/news/obermeyer-wood-news-winter-2024

As the curtain fell on 2023, investors applauded a positive end to the year for the financial markets. A growing consensus that the Federal Reserve (the Fed) is done raising interest rates and will pivot to cutting rates by mid-2024 fueled a sharp drop in Treasury yields and rekindled investor appet...

12/22/2023

Season’s Greetings from the Team at Obermeyer Wood! We wish you and your loved ones a holiday season and new year filled with family, friends, peace, and prosperity.

Please note that we have modified operating hours in observance of the upcoming holidays. We will close at 2 p.m. on Friday, December 22, and resume regular business hours on Tuesday, December 26. Additionally, we will close at 2:00 p.m. on Friday, December 29, and return to regular business hours on Tuesday, January 2.

11/22/2023

We wish everyone a Happy Thanksgiving full of gratitude and good health!

Please be aware that we have modified office hours this week in observance of the holiday. We will be closing at 2 pm MST on Wednesday, November 22, and remain closed on Thanksgiving Day. We will be available and working remotely from 8-11 am MST on Friday, November 24, and resume regular business hours on Monday, November 27.