Sargent Bickham Lagudis is a fee-only wealth management firm providing customized investment management and financial planning for high net worth individuals, families, and nonprofit institutions. With offices in Boulder and Denver, SBL serves clients throughout Colorado and the United States. For more information, visit http://sblfinancial.com.
News from Sargent Bickham Lagudis LLC:
New Partners Named at Sargent Bickham Lagudis, LLC
BOULDER, Colo., March 19, 2015 /PRNewswire/ — Sargent Bickham Lagudis, LLC, a nationally recognized wealth management firm, is pleased to announce Luke Daniel and Meagan D'Angelo as new partners of the firm. Photo – http://photos.prnewswire.com/prnh/20150319/183167 Photo – http://photos.prnewswire.com/prnh/20150319/183168 "This is an important step for SBL, setting a course for long term continuity of management and employee […]
Colorado joins worldwide effort to protect investor interests and commit to investor rights DENVER, May 15, 2014 /PRNewswire/ — CFA Society Colorado announced today that it will join other CFA Societies from around the world to recognize the month of May as Putting Investors First Month, a global initiative to build awareness of the fiduciary […]
Sargent Bickham Lagudis, LLC Hires New President & CEO
Richard Lawrence Joins Leading Wealth Management Firm BOULDER, Colo., Feb. 27, 2014 /PRNewswire/ — Sargent Bickham Lagudis, LLC, one of Colorado's largest independent wealth management firms, has hired Richard Lawrence as President and CEO. Brad Bickham, CFA, CFP®, who has served as President since 1999, will now focus fully on portfolio management and investment research as […]
