Normandy
The Normandy Group

The Normandy Group specializes in integrating financial, retirement, charitable and estate plans utilizing a network of specialized advisors. Our services include comprehensive asset management, cash flow analysis and insurance services.
We provide a safe environment in which you, your family, and your advisors can discuss and reflect on the important matters in you life. We strive to develop a full range of interrelated, innovative strategies, which we call Wealth Strategies Designs.

 

  • Financial and Estate Planning
  • Charitable and Tax Planning
  • Portfolio Construction
  • Investment Management
  • Insurance Placement
  • Retirement Plan Designs Including Multi Generational IRA Planning
  • Administrative and Funding Services

The Normandy Group is a full service financial and estate planning organization. We serve our clients through a collaborative effort of the clients financial, legal, insurance and accounting advisors.

Clients who need but do not have outside advisors are given referrals to numerous competent professionals. 

Make an appointment today to meet with a Normandy Group advisor. You'll find our Wealth Design professionals and their methodologies to be a welcome relief from traditional planning practices.

The Normandy Group
PHONE:
303-893-8700
EMAIL: Admin@NormandyGroup.com

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Advisory Services Offered Through NORMANDY CAPITAL MANAGEMENT, LLC A Registered Investment Advisor
Securities Offered Through GENEOS WEALTH MANAGEMENT, INC. Member: FINRA, SIPC
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This web site is a public resource of general information, which is intended, but not promised or guaranteed, to be correct, complete or up-to-date. It is not intended to be a source of advertising, solicitation, financial or legal advice; thus the reader should not consider this information to be an invitation for an client relationship, should not rely on information provided herein and should always seek the advice of a competent advisor.  Professional ethics require that The Normandy Group state that any information presented on this site is informational only and that The Normandy Group does not make any representations regarding any special competence, or that they are certified as specialists in any field.

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