Broker Check

Rick’s Bio

Rick L. Byrd | Wealth Advisor

Rick Byrd brings over three decades of experience and commitment to his clients through a solid base of technical knowledge coupled with keen insight into each client’s personal planning objectives. His practice centers around strategies for complex and sophisticated business transfer problems; severe erosion of clients’ estates due to estate taxes; and arranging clients’ investments to aim towards individualized risk tolerance and accumulation objectives. Rick’s carefully selected client base includes first generation business owners, and multi-generational family businesses; highly-compensated executives; and professional service providers, including attorneys, CPAs and doctors.

Rick is active in community and business service organizations, as an Executive Board Member of the Denver Area Council Boy Scouts, a recipient of the Denver Area Council’s Silver Beaver Award and the Arapahoe District Award of Merit, a recipient of the Arthritis Foundation’s Cum Laude award; a past board member of the Denver Association of Life Underwriters, and as an active member of his church.

An avid History buff, fly fisherman, and outdoors man, Rick lives in Highlands Ranch with his wife Ann.  The have 2 sons, Justin and Garrett, a daughter Whitney, and one grandson, Hudson