Who We Are

We stand for the possibility to inspire and empower those within our community. To help them find the strength within themselves to take action towards becoming the very best versions of themselves. To empower them to create and invent their future - their dreams, become reality.

We believe in giving without expectation, practicing daily acts of selflessness and putting others before ourselves. We stand to be free of judgement and to serve as a pinnacle of growth and opportunity.

The asset we value the most is your trust, your success is our success.

Erik Brandt

Founder and CEO

Erik is the founder and CEO of Ethos Wealth Strategies. Erik began what is now Ethos Wealth Strategies LLC in 2018 with the goal of helping families and businesses achieve their life's vision by providing a goal based ethical approach to financial planning and asset management.

Erik and Brooke live in Denver, Colorado with their three fur babies Kona, Nalah, and Tatey. They enjoy an active lifestyle, from trail running and CrossFit to snowboarding and traveling the world. As a financial advisor, Erik is dedicated to spreading financial literacy in his community, and is passionate about bridging the gap between communities and cultures.

Erik is known for his ability to understand his clients' unique needs and objectives and provide custom solutions with integrity, efficiency, and outstanding customer service. He is results-driven, and places a strong emphasis on goal setting and creating actionable steps to achieve those goals. He works closely with his clients to ensure that their financial plan is aligned with their overall life goals, whether it is planning for retirement, running a business, or leaving a legacy for future generations.

At Ethos Wealth Strategies we strive for positive action and client satisfaction. We are dedicated to helping families and businesses navigate the complexities of financial planning, asset management, and achieve their financial goals with confidence.

Strategic Partners

We are committed to providing customized financial planning services that are tailored to the unique needs and goals of each client. Our approach is to take into account every detail of our clients' life situations, expectations, portfolio, and comfort level, to design a plan that fits their specific needs.

We are thoughtful, ethical, transparent, and trusted in our approach to financial planning. We specialize in integrating various strategies such as risk management, asset management, wealth management, and estate planning to provide a comprehensive service. We enjoy working collaboratively with CPAs, tax attorneys, estate planners, business planners, general counsel and other trusted advisors upon your request.

Trust is at the foundation of our business and we pride ourselves on building long-lasting partnerships with our clients. We work closely with only the top industry resources to ensure that our clients receive the highest level of service and support possible. Our goal is to empower our clients to make informed financial decisions that align with their goals and aspirations.