Boutique Wealth Management Firms
Denver CO & Austin TX
Financial Planning with the Freedom to Dream Big
Create a holistic plan for your money so you can live fully and create that big Zesty life.
Plan Your Life. Keep More of What You Invest.
Financial success isn’t just about accumulation. Your money should be a tool that fuels a life of purpose, adventure, and joy. Zestiny Wealth® isn’t just another typical financial advisor Denver offers. Because we are a boutique firm that does more than manage investments and portfolios— we help you build a life rich in experiences and security.
if no one else is going to say it….
Time is your most valuable resource
Yet, you often lack time, energy, or focus regarding your money. Delegating feels scary and the decision fatigue is REAL. Talking about investments and portfolios makes you anxious. But it’s not your fault. You’ve never been taught how to advocate for yourself. If you want more hours in the day to accomplish your goals, having a financial partner to guide you will help you stay big-picture-focused and live a life of abundance. We keep track of the details for you. We also teach you how to advocate for yourself by using money and savings as tools. It’s a win-win.
Our Investment Approach
Our investment approach is to build a long-term, sensible portfolio. It is cost-effective, tax-smart, and well-rounded. We don’t bother trying to predict the future, since that’s nearly impossible. Our goal is to create a portfolio that fits you – your goals, your values, and how comfortable you are with risk. It can grow with you and adapt to life’s changes. So, it won’t just follow the noise of the market.
Holistic, Life Centered Financial Planning
We’ve ditched traditional financial advice to focus on your entire life. As a leading Denver financial advisor, we ask “What do you dream of that you don’t think is totally possible?” and see if we can make that possible. (spoiler alert: we can)
Proactive, Responsive Communication
With a financial planner Denver and Austin's clients rely on, you’ll get proactive, quick communication and attention to detail to ensure your needs are always anticipated and met, often before you ask.
Personalized Attention with a Long-Term Relationship Focus
You’ll feel like our only client in Austin and Denver wealth management. We take the time to build meaningful, long-term relationships— offering attentive advice upfront and maintaining consistent, high-level support for the journey ahead.
virtual and in-person wealth management advisors
Our Services
Wealth Management Services
Our wealth management firm will do everything from minimize your tax burden and optimize your investments to plan your retirement and your children’s future. Using a special framework, both Texas and Colorado financial advisors ensure every penny has a plan.
Hourly Consulting
Our credentialed wealth advisors provide hourly consultations that cover things like tax return review and planning, portfolio analysis, retirement projections, and trust & estate document reviews.
Ok, so we might be a little biased, but we think
Your Best Life Starts
with a Plan
Led by Ally Ecklund, CFP®, Zestiny Wealth’s philosophy combines deep financial expertise with a “people first” approach. We’re focused on giving you the freedom and confidence to pursue your goals with clarity and purpose. Having the best financial advisors in Denver, we offer comprehensive services—investment, tax, retirement, estate planning wealth management, and risk management—all under one roof. You deserve to have a financial plan that empowers you to live your best life.
Affiliations + Awards
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