SEC CRD #801-70121
Essential Investment Partners, LLC Menu Essential Investment Partners, LLC 8101 East Prentice Ave. Suite 1060 Greenwood Village CO 80111 303.333.8498 Investment Counsel and Wealth Management Your Custom Text Here Essential Investment Partners, LLC Essential Investment Partners, LLC is an independent, "fee-only" wealth management and investment counsel firm. We have been helping individuals, families and foundations meet their financial objectives for more than 15 years. Essential was founded in 2001 by Jon Zeschin and, effective January 1, 2019, Michael Haines joined Jon as a partner, through a combination of their businesses. We tailor our services to the unique needs of each of our clients. Our objective is to help you be secure in the confidence that your financial life is on track. We try to help you live the best life you can with the resources you have. Thank you for visiting our site. Please explore it at your leisure. If you like what you see, we invite you to contact us at 303.333.8498 or info@essentialinvestment.com for more information. --> You must select a collection to display. Essential Investment Partners, LLC Menu Essential Investment Partners, LLC 8101 East Prentice Ave. Suite 1060 Greenwood Village CO 80111 303.333.8498 Investment Counsel and Wealth Management Your Custom Text Here Essential Investment Partners, LLC Essential Investment Partners, LLC is an independent, "fee-only" wealth management and investment counsel firm. We have been helping individual
KELLY ANN SUMNER
CHIEF COMPLIANCE OFFICER
๐ (303) 333-8498
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AUM
$223M
Location
ENGLEWOOD, CO
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