Broker Check

New Clients

First Appointment

In our meetings we will learn about you and your financial objectives. We will also share with you our strategies and the services we provide as an investment firm. Our questions will be related to your career, family, goals, objectives, etc.

Note: BANDER Wealth Management recommends that you gather and/or review the following checklist of items prior to your first appointment.

At BANDER Wealth Management, one of the most important things to us is that you are in control of a customized portfolio that matches you. All too often, prospective clients have portfolios that are either too risky or do not reach the desired potential returns. This is why we use Riskalize. It starts with a risk number; a quantitative way to pinpoint how much risk you want, how much risk you need to take to reach your goals and how much risk is actually in your portfolio. This way we are able to customize a portfolio based on your goals and risk tolerance. Take our risk tolerance survey below to determine what your risk number is before our first meeting.

What's Your Risk Number?

New Clients

We have included a processing schedule that can be used as a reference to help you understand our new client processes.

BANDER Wealth Management - Denver
8400 E Crescent Parkway
6th Floor
Greenwood Village, CO 80111
Map and Directions

BANDER Wealth Management - Boise
2006 S Eagle Road
Meridian, ID 83642
Map and Directions

BANDER Wealth Management - Idaho Falls
810 Pancheri Drive
Idaho Falls, ID 83402
Map and Directions

We have adopted policies and procedures designed to protect the information you provide us and to use it responsibly. We are committed to fulfilling the trust that is the foundation of your expectations. For your convenience we have provided our Privacy Policy.