Sophisticated wealth management

"The best way to find yourself is to lose yourself in the services of others."
- Mahatma Gandhi

We believe that one of the most fulfilling experiences a person can have is giving back. It's one of the principles our firm was founded on, and it's what drives our team and clients to give time, treasure, and talents both professionally and personally.

Our team has been instrumental in donating and/or volunteering with local charities and community projects including:

Canine Partners of The Rockies logo.
Canine Partners of The Rockies

Canine Partners opens the world to Coloradans with physical disabilities. Highly skilled mobility dogs provide independence and confidence to live life more fully.

Kentucky Derby group shot 2019.

Sage Financial Strategies and clients raise money for Canine Partners of the Rockies at a Kentucky Derby Party.


Junior Achievement Rocky Mountains logo.


Junior Achievement
JA provides programs for students which focus on three key content areas: entrepreneurship, financial literacy and work readiness.

JA Spice Shop

Gary taught a Junior Achievement class at his daughter's school. The project was to create a new popcorn flavor and learn how to take the product to market. Pictured: Gary and daughter Hannah selecting spices for her popcorn flavor, honey BBQ.


Ronald McDonald House Charity of Denver logo.
Ronald McDonald House
Since 1979, Ronald McDonald House® Charities of Denver has offered a loving home away from home to families needing to be near their seriously ill or injured children while they’re being treated at metropolitan area hospitals.

Ronald McDonald House Gary and Ronald

Ronald McDonald House Selfie Pasta
Ronald McDonald House Charity of Denver logo.
Ronald McDonald House Hannah and Gary

Sage Financial Strategies and clients prepare and serve a meal for the families at Ronald McDonald House Denver.


Brother's Redevelopment Inc logo
Brothers Redevelopment, Inc.
Since 1971, Brothers Redevelopment Inc. has become synonymous with affordable, safe and accessible housing solutions for Colorado’s low-income, elderly and disabled residents.

Raymond James is not affiliated with the above organizations and/or charitable causes.