The Normandy Group

The Normandy Group The Normandy Group is a Lakewood, Colorado-based Registered Investment Advisory firm serving individuals, families and businesses.

Our specialized team helps those preparing for or in retirement to secure the future, manage risk and save money on taxes.

Stepping away from work earlier than planned can create more freedom, but also a longer timeline to fund. That makes coo...
05/31/2026

Stepping away from work earlier than planned can create more freedom, but also a longer timeline to fund. That makes coordination between investments, taxes, and spending decisions even more important.

The goal isn’t just to build wealth. It’s to structure it in a way that supports your lifestyle, adapts to change, and h...
05/29/2026

The goal isn’t just to build wealth. It’s to structure it in a way that supports your lifestyle, adapts to change, and holds up through uncertainty. That requires more than good intentions; it requires a plan built to evolve.

Life insurance is often framed as protection, but its role can extend much further. When structured intentionally, it ca...
05/27/2026

Life insurance is often framed as protection, but its role can extend much further. When structured intentionally, it can support liquidity, offset estate costs, and add flexibility to a broader financial strategy.

Memorial Day is a time to pause and reflect on the lives given in service to something greater than themselves. Their sa...
05/25/2026

Memorial Day is a time to pause and reflect on the lives given in service to something greater than themselves. Their sacrifice shaped the freedoms we live with every day, often in ways we don’t always see. Today, we remember, we honor, and we carry that gratitude forward.

After a loss, financial decisions don’t always need to happen immediately. What matters first is understanding what you ...
05/22/2026

After a loss, financial decisions don’t always need to happen immediately. What matters first is understanding what you have, how it’s structured, and what needs attention now versus later. Clarity tends to come step by step.

Short-term wins can feel productive, but long-term alignment is what sustains progress. Without a clear framework, it’s ...
05/20/2026

Short-term wins can feel productive, but long-term alignment is what sustains progress. Without a clear framework, it’s easy for decisions to become reactive rather than strategic.

Many estate plans are created once and rarely revisited. Over time, changes in tax law, family dynamics, and asset struc...
05/18/2026

Many estate plans are created once and rarely revisited. Over time, changes in tax law, family dynamics, and asset structure can make an outdated plan less effective than intended.

It’s not uncommon to enter retirement with multiple accounts and strategies built over time. The challenge becomes coord...
05/16/2026

It’s not uncommon to enter retirement with multiple accounts and strategies built over time. The challenge becomes coordinating them into a clear, efficient income plan that adapts as life evolves.

Mental Health Awareness Month is a reminder that how you think, handle stress, and make decisions is shaped by your ment...
05/14/2026

Mental Health Awareness Month is a reminder that how you think, handle stress, and make decisions is shaped by your mental well-being. Financial pressure is often part of that equation. Bringing structure and clarity to your finances can help reduce one source of strain and create more space to focus on what matters most.

Many financial plans look solid in stable markets. Fewer are built to hold up under pressure. The difference often comes...
05/12/2026

Many financial plans look solid in stable markets. Fewer are built to hold up under pressure. The difference often comes down to how thoroughly the strategy has been tested before it’s needed.

Address

575 Union Boulevard Suite 201
Lakewood, CO
80228

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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