Kyle Buffo CFP®
Client Development Advisor
Mission Wealth specializes in empowering Denver retirees, independent women, and professionals.
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Denver, CO
Speak with a local Denver, CO Financial Advisor
For over 20 years, Mission Wealth has offered holistic wealth management to high net worth families across the United States. We are a trusted partner, keeping close watch over your financial landscape to bring you peace of mind. We conveniently serve clients in the greater Denver metro area from our downtown Denver office.
About Mission Wealth's Services
Mission Wealth is a nationally recognized wealth and investment management firm that delivers comprehensive financial planning tailored to your life. Founded in Santa Barbara in 2000, we’ve grown to serve clients nationwide with a deep commitment to personalized service and trusted advice.
Our team of experienced financial professionals—including CFPs, CPAs, and Wealth Strategy experts—collaborates to provide integrated solutions for investments, retirement planning, tax strategies, estate planning, asset protection, and charitable giving. We specialize in guiding clients through major life events such as retirement, business sales, inheritance, and divorce.
Why choose Mission Wealth? Because we don’t just manage money: we help you live with purpose. Our proactive, goal-based planning keeps you informed, prepared, and empowered to make confident decisions.
To meet with a financial advisor in the Denver, CO area, contact us today at (303) 586-3494.
Our local Colorado team is proud to serve individuals and families across the Rockies with advice shaped by deep regional experience and community connection. We provide personalized financial planning, tax strategy, estate planning, and customized portfolio management to help clients make confident decisions for today and the years ahead.
— Wes Patton
Partner and Senior Wealth Advisor
2128 W 32nd Avenue
2nd Floor
Denver, CO 80211
Meet our Wealth Advisors who serve clients in Denver
Meet The Full Team
Deanna Sameshima
Wealth Advisor Associate Intern
Eric Ayvazian
MS, AAMS™, AWMA™
Senior Wealth Advisor Associate
Jeff Avila
CFP®
Partner and Managing Director
Kristi Kearney
MS, CPA, CFP®
Partner and Senior Wealth Advisor
Luke Middleton
Wealth Advisor Associate Intern
Matthew Pyle
Wealth Advisor Associate
Megan Nuttelman
CFP®
Wealth Advisor
Peter Ahrens
CFP®, ABFP®
Senior Wealth Advisor
Deanna Sameshima
Wealth Advisor Associate Intern
Eric Ayvazian
MS, AAMS™, AWMA™
Senior Wealth Advisor Associate
Jeff Avila
CFP®
Partner and Managing Director
Kristi Kearney
MS, CPA, CFP®
Partner and Senior Wealth Advisor
Luke Middleton
Wealth Advisor Associate Intern
Matthew Pyle
Wealth Advisor Associate
Megan Nuttelman
CFP®
Wealth Advisor
Peter Ahrens
CFP®, ABFP®
Senior Wealth Advisor
Robert J. Pyle
MBA, CFP®, CFA®, AEP®, CEPA®
Partner and Senior Wealth Advisor
Sara Wilkerson
Senior Wealth Advisor Associate
Scott Ranby
CFP®, CEPA®, CPA, MBA, DACFP
Senior Wealth Advisor
Stephanie Bruno
AIF®, CFP®, CPWA®, RMA®, RLP®
Partner and Senior Wealth Advisor
Steven R. Smith
JD, CFP®
Special Advisor
Wes Patton
MS, MBA, CFP®
Partner and Senior Wealth Advisor
Services Offered
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Wealth Management
Unify every part of your financial life in one plan designed to move you toward your goals.
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Retirement Planning
Map out decisions like Social Security timing, Medicare enrollment, required withdrawals, and legacy planning so you can live comfortably in retirement.
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Trust & Estate Planning
Create a lasting legacy based on your wants and wishes.
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Tax Planning
Comprehensive tax strategies to help defer, reduce, and better manage any tax burdens.
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Investment Management
We develop customized, globally diversified, tax-efficient portfolios tailored to your financial plan and built to stand the test of time.
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Financial Planning
Develop a customized financial plan to help integrate all aspects of your finances.
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Asset Protection & Risk Management
Understand your liabilities and protect against different kinds of loss.
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Women on a Mission
Our experienced advisors help women build confidence and security in their finances. From budgeting and investing to retirement, tax planning, and estate decisions, we help women make informed choices for the future.
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Psychology of Wealth
Understand your wealth. Make more meaningful decisions. Live with greater intention.
Learn MoreOffice Location and Contact
2128 W 32nd Avenue
2nd Floor
Denver, CO 80211
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