Transform Wealth
Email address and contacts
Quick try with Amy Zamikovsky from transformwealth.com
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Transform Wealth company description
We provide comprehensive financial planning and investment advice. Delivered by individually-tailored solutions to our clients within the context of the highest fiduciary standards. In April 2025, Transform joined Kovitz Investment Group Partners, LLC, who is fully owned by Focus Financial Partners. This partnership gives our clients additional service offerings and expertise.
Employee count
11-50
Industry
Financial ServicesHeadquarter address
6400 S Fiddlers Green Circle, Suite 1100, Greenwood Village, Colorado 80111, US
Country
United States
Company website
https://transformwealth.com
Key Employees
- Amy ZamikovskySenior Financial Advisor
- Yiwen ChenDirector of Trading
- David KubikPrincipal
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New team members of Transform Wealth
Craig Carnick
Financial Advisor
Gordan Post
Senior Financial Advisor
Ken Tillman
Financial Advisor