The Normandy Group

The Normandy Group The Normandy Group is a Lakewood, Colorado-based Registered Investment Advisory firm serving individuals, families and businesses.

Our specialized team helps those preparing for or in retirement to secure the future, manage risk and save money on taxes.

A financial strategy created several years ago may no longer reflect your family, career, assets, priorities, or tax sit...
10/06/2026

A financial strategy created several years ago may no longer reflect your family, career, assets, priorities, or tax situation today. The Normandy Group's Dynamic Wealth Design is built to evolve as circumstances change, keeping the different areas of your financial life coordinated.

As your financial life grows more complex, individual decisions can have consequences elsewhere. An investment change ma...
10/04/2026

As your financial life grows more complex, individual decisions can have consequences elsewhere. An investment change may affect taxes. An estate decision may affect control. A retirement choice may change cash flow. The Normandy Group brings these pieces together through integrated financial, tax, estate, and investment planning.

As the year winds down, there may still be time to make financial decisions that affect both this year and the next. Rev...
10/02/2026

As the year winds down, there may still be time to make financial decisions that affect both this year and the next. Reviewing realized gains and losses, charitable giving, retirement contributions, distributions, and upcoming cash needs can help identify items worth addressing before December 31. The Normandy Group helps clients evaluate year-end decisions within the context of their broader financial strategy.

Financial assets tell only part of your story. The Normandy Group considers three dimensions of wealth: your Personal We...
09/30/2026

Financial assets tell only part of your story. The Normandy Group considers three dimensions of wealth: your Personal Wealth, including your experiences and values; your Social Wealth, including the people and causes you care about; and your Financial Wealth. Our planning process brings all three into the conversation.

Financial plans are built around expectations, but life and markets rarely follow a script. Changes in returns, inflatio...
09/28/2026

Financial plans are built around expectations, but life and markets rarely follow a script. Changes in returns, inflation, spending, or longevity can alter the outcome. The Normandy Group uses stress testing to evaluate different scenarios and identify areas that may need attention.

Knowing how much you've accumulated is only part of retirement planning. You also need to consider how you'll generate i...
09/26/2026

Knowing how much you've accumulated is only part of retirement planning. You also need to consider how you'll generate income, manage taxes, respond to market declines, account for longevity, and maintain the lifestyle you've worked to build. These decisions are stronger when evaluated together.

The strategy that makes sense for you should be based on your circumstances, not a relationship with a product provider....
09/25/2026

The strategy that makes sense for you should be based on your circumstances, not a relationship with a product provider. The Normandy Group is an independent fiduciary firm, allowing our advice to begin with your goals, assets, challenges, and priorities.

Tax planning isn't the same as tax preparation. While tax preparation looks back at what already happened, tax planning ...
09/24/2026

Tax planning isn't the same as tax preparation. While tax preparation looks back at what already happened, tax planning looks ahead at financial decisions that may affect what you owe. The Normandy Group integrates tax considerations into your broader financial strategy throughout the year.

National Preparedness Month is a reminder to consider how your retirement plan might respond when circumstances don't go...
09/23/2026

National Preparedness Month is a reminder to consider how your retirement plan might respond when circumstances don't go as expected. Market declines, higher expenses, tax changes, or an earlier-than-planned retirement can put pressure on even substantial savings. Stress testing your strategy can help identify potential weaknesses before they become problems.

Years spent building a medical career can come with unique financial considerations, from high income and taxes to liabi...
09/22/2026

Years spent building a medical career can come with unique financial considerations, from high income and taxes to liability exposure and retirement planning. A coordinated strategy can help physicians consider how today's financial decisions may affect the wealth they've worked to build.

Address

575 Union Boulevard Suite 201
Lakewood, CO
80228

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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