Sargent Bickham Lagudis is a fee-only financial advisor, offering customized investment management strategies and financial planning for individuals, families, and institutions. We are based in Boulder with offices in Denver, serving clients throughout Colorado and the United States.
Our clients have counted on us for sound financial advice for over 25 years as they navigate through life’s most important decisions. Additionally, we provide consulting services for retirement and estate planning, real estate analysis, and a wide variety of other financial matters.
Our philosophy is to establish a well-defined plan, identify high quality investments, reduce risk at each step of the process, and pay attention to details. We are currently managing and supervising approximately $800 million in securities.
Sargent Bickham Lagudis' mission is to identify and characterize the financial, investment and business issues of our clients and then provide solutions. Our ultimate purpose is to help our clients enjoy their wealth and achieve their life goals.