EdgeRock Wealth Management

Team Tuesday: Meet Rachel Elliott, Director of Events.

Rachel brings a thoughtful, people-first approach to every experience she helps create at EdgeRock.

With a background in education and nonprofit work, she understands that the details matter, but so does how people feel when they walk into the room. Her focus on connection, preparation, and making people feel welcome helps turn our events into something more than another date on the calendar.

We’re glad to have her on the team.

Risk management doesn't necessarily mean being conservative.

Let's talk about why family offices hold 42% in alternative assets, why cash positions aren't as safe as you might think, and what real risk management looks like beyond stocks and bonds.

Risk Management Doesn’t Have to Mean Conservative Conservative and safe aren't the same thing. Why family offices hold 42% in alternatives, and what real risk management looks like beyond stocks and bonds.

Team Tuesday: Meet Jerad Daniels, Financial Advisor.

Jerad brings a sharp analytical mind and a genuine care for the people behind the plan to every client he works with at EdgeRock.

His time in the industry gave him the tools to untangle complex strategies, but what drives him is simpler: helping clients feel steady and sure about where they're headed, not just satisfied with the numbers.

EdgeRock had a great time yesterday supporting The Butterfly Foundation at The Ridge at Castle Pines North. We were proud to stand alongside those contributing to such a unique cause, one that provides direct financial support to Colorado families in need.

It's Team Tuesday: Meet Sky Roetzel, EdgeRock Financial Planner

Sky's years working alongside top advisors taught him what builds client trust. He brings that same eye for detail and clarity to every plan he touches at EdgeRock.

Most changes to tax reporting are fairly invisible to filers. This one isn't. A single new code on Form 1099-R is about to fix a gap that has quietly cost charitable retirees potential tax deductions. Let's talk about what's different and how your giving strategy just got a little bit easier.

The 1099-R Is About to Get Smarter About Charitable Giving Charitable giving via IRA is one of the most tax-efficient moves available in retirement. Now the 1099-R makes it easier to report.

It's Team Tuesday: Meet Ryan McKown, EdgeRock Financial Planner.

Ryan is the steady hand behind the scenes. He keeps every plan accurate, organized, and ready, so clients get a seamless experience from the moment they sit down with our advisory team. His eye for detail is what lets the bigger strategy run smoothly.

It's Team Tuesday: Meet Sky Roetzel, Operations Specialist

Sky's years working in the industry taught him what actually builds client trust. He brings that same eye for detail and clarity to every plan he touches at EdgeRock.

Glad to have him on the team.

With Section 530A accounts (aka "Trump Accounts") now in play, it's worth revisiting the various ways families can save for their children. Let's talk about 529s, custodial Roth IRAs, and whether the new kid on the block is worth it.

Using Tax Efficient Strategies to Kickstart Your Child’s Financial Future The tax code offers a number of different ways to begin saving toward a child's future. What are the advantages of each? Which one is right for your family?

Team Tuesday: Meet Mac Willis, Operations Specialist.

Mac brings energy, organization, and a genuine warmth to every client interaction at EdgeRock. He's the kind of teammate who makes families feel welcomed from the very first call, and who never loses sight of the person behind the portfolio.

Swipe through to get to know him.