Shine Investment Advisory Services

Independent Advice Tailored to Your Needs

 

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Anyone shopping for long-term care insurance can expect higher costs and a tougher approval process.

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Just a week ago, the smart money in financial circles was betting on a year of tax gridlock, punctuated by a bruising battle over the extension of the payroll tax cut.

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As part of the two-month extension of the payroll tax cut negotiated by Congress that begins in January, higher-income wage earners will be subject to a new “recapture” provision, according to the IRS.

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Press Room

Judy and Sandra Quoted in the Wall Street Journal

The Wall Street Journal, February 2, 2009 "Staying Put in Stocks"


wall street journal mention

The Wall Street Journal, January 2010 "The '10 Strategy: Caution"


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Welcome to Shine Investment Advisory Services

We are an independent financial advisor in the Denver Metro area, managing approximately $400 million for wealthy individuals and families. Founded in 1985, we are a full service financial advisory firm, managing accounts above $1 million.

We have one guiding principal in our approach to financial planning and investment management: Our clients’ best interests are our primary concern. Period. It’s why the advice we offer is tailored to your unique needs and why we operate on a fee only basis.

We are dedicated to enhancing the financial health and success of our clients. Since we are Certified Financial Planners® and a Registered Investment Advisor we are fiduciaries. We put your financial interests ahead of our own. We do not accept any commissions, outside fee arrangements or third party compensation.

While we have grown significantly over the years, we maintain our commitment to personal service. We develop close, trust-based relationships with our clients and provide each one with the attention, confidentiality and personalized service that is distinctly ours.