Capital Growth Point helps you borrow smarter, invest with purpose and protect what you build, with loans, wealth planning, tax advice and insurance from one Denver team.
$500 a month for 25 years: invested at 7% vs kept in cash at 1% (illustration only)
Growing your capital is rarely about one big move. It comes from a series of good decisions: borrowing at the right rate, investing consistently, keeping taxes low and protecting your family from setbacks. We help you find and act on each of those growth points.
From our office on Santa Fe Drive in the heart of Denver's Art District, we work with individuals, families and small business owners who want clear advice and a plan they can follow.
From your first loan to your retirement portfolio, every service is designed to support the same long-term plan.
01Fixed-rate personal loans for consolidating debt, covering medical bills or funding a major purchase, with one predictable monthly payment.
Get Started
02Revolving lines of credit and credit-builder loans that give you flexible access to funds while helping you strengthen your credit profile.
Get Started
03Purchase, refinance and recast guidance for homeowners and first-time buyers, from pre-approval and rate comparison to closing day.
Get Started
04Growth-focused investment plans built around your goals, timeline and comfort with risk, with regular reviews to keep you on track.
Get Started
05Year-round tax planning and preparation support for individuals, families and small businesses, so more of your growth stays with you.
Get Started
06Life, home, auto, health and business coverage compared side by side, so your family and the wealth you build are protected.
Get StartedA simple, transparent process that keeps you informed and moving forward.
A free conversation about your goals, income, debts and what growth means to you.
We build a written plan that covers borrowing, investing, taxes and protection.
We put the plan to work, from loan applications to opening and funding accounts.
Regular reviews keep your plan growing with you as markets and life change.
Like interest, good advice grows in value the longer you follow it. Here is what clients count on from us.
Every cost and recommendation is explained before you commit.
Loans, investments, taxes and insurance planned together, not in silos.
Your financial information is protected and never sold.
Meet in person in Denver or by phone and video, whichever suits you.
Feedback from people we have helped borrow, invest and plan with confidence.
“They rebuilt our retirement plan around growth without ignoring risk. For the first time I understand what I own and why I own it.”
“Our advisor showed us that recasting our mortgage would save more than refinancing. The numbers were laid out clearly before we decided anything.”
“The Roth conversion plan they put together spread the tax over three years and kept us in a lower bracket. Excellent, patient advice.”
“I consolidated two credit cards into one personal loan with a much better rate. The process was quick and nothing was hidden.”
“They compared life and disability policies side by side and found us better coverage for less than we were paying.”
“Honest, responsive and genuinely interested in our goals. Capital Growth Point is the first call I make for any money decision.”
Do not see your question here? Call us at +1 303-623-9968 or send a message and an advisor will reply within one business day.
Ask a QuestionPractical articles on investing, retirement and home ownership from our advisors.
Growth and value are two of the oldest ideas in investing. Learn how each style works, how they behave in different markets and how to blend them in your portfolio.
Read Article
Paying tax now to avoid tax later can be a smart move, but only at the right time. Here is how a Roth conversion works and who benefits most.
Read Article
A recast lets you keep your current rate while shrinking your monthly payment. Learn how it works, what it costs and how it compares to refinancing.
Read Article
Book a free consultation at our Santa Fe Drive office or by phone, and leave with a clear next step for your money.