About Company

EdgeRock Wealth Management is an independent wealth management firm that builds comprehensive retirement and financial plans—called Summit Plans—by minimizing tax exposure, protecting against market volatility, and maximizing client savings through active investment management and tax-aware strategies. EdgeRock Wealth Management offers personalized planning for income, healthcare, Social Security, and legacy needs, serves clients across the Rocky Mountain region (including offices in Denver and Grand Junction) and more than 20 states, and operates as a fiduciary advisory practice with advisory services provided by EdgeRock Capital, LLC while maintaining regulatory disclosures such as Form ADV and client-focused resources.

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