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Where Thoughtful Guidance and Experience Come Together to Serve Individuals and Families Across Generations

Meet Our Team

For individuals and families navigating complex financial decisions—today and for generations to come.

Wealth planning, investment management, and long term stewardship

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Our Approach

Our approach is grounded in thoughtful collaboration and experienced judgment. Working as a team, we bring multiple perspectives to every client relationship, strengthening decision‑making and providing continuity over time.

We begin by listening—taking time to understand your priorities and long‑term objectives—then offer disciplined guidance shaped by experience as your financial life evolves.

  • A collaborative, team‑based approach grounded in experience
  • Thoughtful, disciplined guidance tailored to your evolving priorities
  • Ongoing communication and continuity to support long‑term decision‑making

  • Open and honest communication about goals, circumstances, and changes
  • Engagement in the planning process and thoughtful consideration of decisions
  • A long‑term perspective built on trust and mutual respect

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

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College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's.  Find out why we recommend insurance as part of your investment plan.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Lauer Minor Private Wealth Management Group

1700 Lincoln St
Floor: 11
Denver, CO 80203
Local Phone: (720) 947-6672

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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