Jeffrey J. Stenroos, CFP®
As your wealth manager, Jeff will coordinate the wealth management process for you. He will help you to identify your goals, and he will work with you to implement a series of strategies that will help you to realize your vision for the future.
Jeff works with a team of specialists to ensure that his clients receive efficient, expert and friendly service.
Get to know Jeff Stenroos.
Veedya has worked in the financial services industry in the United States and Canada for over 22 years. Her extensive background, training and professional experience in serving advisors and their clients make her well qualified to serve as Office Manager for Integrated Capital Planning, Inc. Veedya works closely with Jeff on all aspects of client service in addition to assisting with daily office operations.
We may involve specialists in the following areas to help you to reach your goals based upon your individual needs and circumstances:
- Tax Planning
- Investment Management
- Real Estate
- College Funding and Admissions Planning
- Employee Benefits
Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc. (GWM) is an independent broker/dealer (Member FINRA and SIPC) and a Registered Investment Advisor. The main office in Centennial, Colorado is staffed by 45 full-time employees. GWM provides support to Jeff and his clients in the areas of asset management platforms, practice management tools, and access to leading investment management companies. Geneos does not have any proprietary products. This allows Jeff the independence and flexibility required to provide objective advice to his clients.