EdgeRock Wealth Management - Denver, Colorado

Larry C.

We have been with EdgeRock long enough to know that when Wall Street takes a nose dive, (and we know it will) our investments will weather the storm. The wizards at EdgeRock are quick to make adjustments to minimize losses, while others are running around with their hair on fire. EdgeRock has done this for us several times. Also no matter the size of your account, EdgeRock will put in the effort to fully analyze your situation and give you all the options making sure you fully understand your situation.

kaylynn P.

If you are shopping for a financial management firm, I implore you to stop right here. Kyle O’Dell and his team at EdgeRock have been providing advisory services to me for the past 5 years and I could not be happier.
After 30 years with one other well known company, I switched to EdgeRock following two 90min meetings with Kyle in the presence of my lifelong CPA. His communication skills and clarity of thought are superior, and his logical explanations were impressive enough for me to change advisors in 2020.
Now in the rear view mirror, that change was one of the best financial decisions of my life. The level of personal service and attention to detail has been exceptional. Regular and frequent communication is the norm, including monthly video updates, YouTube discussions, and client focused forums and events. All my phone and email inquiries are answered immediately.
As all seasoned investors are aware, no one can predict the markets or anticipate the infinite variables which affect them. But this firm works incredibly hard to position your investments, then rebalance them as needed to protect you from big shocks, all the while keeping in mind your individual level of risk tolerance and long term goals. To date their strategies and processes have been right on and in line with MY needs.
Now retired, I can honestly say that a large part of my serenity is correlated with my confidence in Kyle and his team.

Dr Carl Hanson
(posting on my wife’s Google account)

Dom M.

I’m a new client, onboard about 6 months and could not be happier with how I’ve been treated by this firm as well as the results so far. Everyone I’ve met with has been extremely knowledgeable and has gone out of their way to make me feel welcome. They have the perfect blend of personalized service and financial management expertise. Glad to be part of EdgeRock.

karl K.

Financial marriage made in heaven! Working with the Edgerock dynamic duo of Kyle Shelley and Danielle Sanders has not only been financially fruitful but seamlessly easy. Kyle has a way of putting complex scenarios into simple understandable and relatable terms. My wife and I never walkaway from our quarterly checkups confused or not understanding exactly our financial positions and our way forward to a successful retirement. We know a lot goes on behind the scenes during and after our face to face meetings. Much of that heavy lifting is performed by Danielle as she makes Kyle look good and the entire Edgerock team. I could laud their praises in a small novel however reviews need to be short and sweet. So thanks Kyle and Danielle we look forward to working and laughing with you for years to come. Sincerely Karl and Jamie

Darryl A.

We have had several meetings with Kyle Shelley before we moved our portfolio to EdgeRock. We appreciate all the time he spent evaluating our portfolio from a different wealth management firm and designing a portfolio that best fits our financial needs. Kyle has done everything we have asked and more. No detail is too small. We feel we can trust Kyle to look out for what is best for us!

Sandy H.

Moving to Kyle and team has been a great move for my husband and me. Given his role as a fiduciary, he has really helped us plan for our future in a way our prior advisor had not. He has presented numerous options to us for consideration on how we'd like to manage our portfolio, clearly helping us understand the advantages/disadvantages of each option.
He explains things in a way that is easy to understand as well. The entire EdgeRock team is responsive and really makes you feel like a valued client. We highly recommend this group.

Diane B.

One of the greatest financial decisions I have made is working with the EdgeRock group! From the moment I met my advisor Kyle Shelley, I knew he had my best interest in mind. He took the time to listen to my retirement goals as we set up a realistic plan to get me there. The client/advisor communication is stellar; the entire staff is caring. I am at peace knowing are looking out for me during these often turbulent financial times.
Thanks EdgeRock!
Diane Bacino

Don H.

We are extremely pleased with what they are doing with our retirement monies. Kyle Shelley is our advisor who listens to us and our needs and plans instead of trying to make us fit into their way of doing things, with great advice how to accomplish our goals. Great job and looking forward to many years to come!