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We're reshaping the way families manage wealth.

We are a family office. That means we use a fully integrated, independent, multidisciplinary approach to wealth management that helps you and your family understand, build and sustain your wealth.

Family focused and privately owned for 25 years, our firm serves clients nationwide from our offices in Denver and St. Louis. Our associates combine investment management, wealth planning and coordination, and culture and legacy services to build solutions reflecting the needs, perspectives and objectives of each family.

By transferring both wealth and wisdom through generations, we empower your family to make intelligent choices that inform and define your vision, ultimately delivering your family’s fullest potential.

01

Investment Management

Matter thrives on helping you build customized investment portfolios that are designed to preserve, protect and grow your wealth.

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02

Wealth Planning & Coordination

Considered by many of our families as their Chief Financial Officer, we help you plan, coordinate and execute the complex facets of wealth.

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03

Culture & Legacy

We integrate the complexities of managing your wealth into a framework of services designed to help you and your family foster a culture of preparation, communication and impact that supports your vision.

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Preserve and protect your wealth.

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