Our Story

OUR STORY

Our Back Story

With over 95 years of combined experience in financial services, the Harmony Private Wealth team has both fielded and helped solve thousands of financial related problems over the course of our careers. There are not many situations we come across that we don’t already have experience with. This deep knowledge and experience gives our clients the piece-of-mind that we can handle most anything that comes up in their personal and financial lives. We live by our motto: “Creating Harmony By Fusing Your Life And Wealth” in every interaction we have with our clients both personally and financially.

Our Mission

To help clients achieve continued piece of mind creating Harmony By Fusing Their Life And Wealth. We act as guides enabling clients to make sound, balanced and logical decisions so that they worry less, sleep good at night, and enjoy their life and family more. Our clients KNOW that their plan matches their life, they will be successful and that we have their back.

Why We Do This for a Living – What We’re All About

We want our clients to worry less, enjoy their lives and families to the maximum and sleep good at night. Our clients know we’ve got their back, in most cases we act as a quasi-CFO for their family, and they let us worry about their finances.

We Are Full Service

Being wealth managers allows us to demonstrate our world class capabilities, knowledge, and experience, both working to exceed our client's expectations. At Harmony Private Wealth we are the real deal. We are honored to have recently achieved Forbes Best In State Wealth Management Teams recognition.

Our Corporate Partners

Harmony Private Wealth is backed by two world class organizations, Steward Partners and Raymond James. We chose to combine with these two entities because we feel this setup helps us best serve our clients the way they deserve and expect. This choice really was just that, a choice, we’re not captive to anyone. This synergy has created an environment where we’re enabled to do our best work and help provide the appropriate recommendations at the right time. When we have the tools and capabilities of two corporate partners like this it frees us up to do what’s best for our clients when its best for our clients. Our transition away from a big bank/wire house to an independent, Employee Owned (by us) firm was multidimensional and we took 10 years to make the decision. This change allows us to be more agile, flexible and help create a personalized plan and experience for each client, allowing us to focus 100% on what’s best for our clients.

It's All About Our Clients

Here at Harmony Private Wealth, we are fortunate to have the distinct privilege to serve thoughtful, driven, and highly successful individuals, families, and business professionals. Our clients desire custom, full-time, personalized recommendations, wealth design, investment management, and estate planning strategies to help them Fuse Their Life and Wealth with clarity, confidence, excellence, dignity, and precision.

Our clients are our friends, we know them deeply, often as well as their own extended family members. We take our clients’ financial health personally and pride ourselves in not ending an-in person conversation, phone call, Zoom call or email chain without making sure our clients are comfortable and that they understand. We help tailor our recommendations to each individual and family and our solutions are custom to each client. We personally advise, manage and help the client choose the investments and estate planning strategies in house, by hand, for each family one by one, nothing is farmed out or cookie cutter.

Retirement, It’s Our Specialty, You Can Do It, We Can Help!

There is nothing better than helping a client or family save for retirement or a big financial goal and to see them successfully achieve it. Retirement is a big deal, saving for it is hard but we’ve helped countless families create a savings plan, stick to it and then wake up one day realizing that they can maintain their lifestyle without having to work anymore. Our planning helps them to not have to worry about running out of money during their retirement and lifetime, in fact our role often becomes helping clients spend their money in retirement and helping them KNOW that they won’t run out. Creating a sustainable income in retirement is just one of our strengths. Ultimately, we believe the final success of every plan is for a family to eventually pass a legacy on to the next generation and then we do this process all over again. Retirement should be a celebration of a career well done, not a stress or worry.

Our wealth managers have diverse backgrounds:

DeHaven, a Colorado native, leads the Harmony Private Wealth team. By training both undergrad at Colorado State University and grad school at the University Of New Mexico, he studied business and finance but with a computer science flair. Financial planning is a second career and this computer science background and prior Chief Software Architect role helps him to be very process oriented and to digest large amounts of data and simplify complex client situations/problems. This data centric mind helps with his investment research honing down complexity and investment strategies into concise solutions. Achieving both CERTIFIED FINANCIAL PLANNER^™ designation and the Chartered Financial Consultant designation (ChFC^®), both are two of the highest designations in the industry, really sets DeHaven apart from the competition.

Michael, an Iowa native, studied business at the University of Northern Colorado and originally started in financial services as a real estate agent. Michael is able to synergize his nearly four decades of financial services experiences into helping find essential ideas for clients and helping create comprehensive solutions that are outside the box. Michael has a thirst for information and often uncovers solutions for clients that require knowledge and expertise that are well beyond the basic “what’s your age, what’s your risk tolerance” which he believes sets him apart. If there is a problem that is hard to solve, Michael takes the challenge head on and is tireless until a solution is found. Michael has achieved the CERTIFIED FINANCIAL PLANNER^™ designation as well as the Certified Investment Management Analyst (CIMA^®), and the Certified Investment Management Consultant (CIMC^®) designations.

Janet, a Colorado native, also studied business, and started in the financial services industry as a banker where she was a management employee and served on the senior management team of a local bank driving the mission and management of the organization. Janet’s banking experience lead her in how to create a deep caring for client wellbeing. Janet has been refining and prioritizing a highly valued and appreciated customer service technique that includes deep personal connections and a kindness towards clients that is in her opinion, second to none. Her banking background she believes gives her a unique underlay to the financial planning and advice she gives. Growing up on a dairy farm in eastern Colorado created a work ethic that translates well into financial planning, she will not quit until a client’s needs are met.

Steward Partners Investment Solutions, LLC (“Steward Partners”), its affiliates and Steward Partners Wealth Managers do not provide tax or legal advice. You should consult with your tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.