Causey Wealth

Truly Independent. Deeply Principled. Always Aligned.

Our Story

Causey Wealth is a fee-only, boutique wealth management firm dedicated to providing personalized guidance and long-term partnership.

Our wealth management practice has served high-net-worth individuals, multigenerational families, business owners, and accomplished professionals for over 30 years. As an SEC-registered investment adviser, we operate under a strict fiduciary standard—delivering transparent, objective advice tailored to each client.

We offer comprehensive services, including financial planning and investment advisory, as well as specialized support in trustee roles and litigation-related matters. Whether you're navigating a liquidity event, preparing for retirement, or structuring your legacy, our seasoned team brings clarity, alignment, and proactive support every step of the way.

Known for our collaborative and hands-on approach, we combine the personalized care of a close-knit advisory team with the sophistication of a multifamily office. Our open-architecture model ensures unbiased access to a wide range of investment opportunities, while our curated network of trusted professionals—including tax advisors, estate attorneys, and M&A specialists—enhances and complements your Causey Wealth advisory team.

Clients value our long-term partnership and personal approach—often saying working with us feels like working with a trusted friend. We’d be honored to earn that trust with you.

Our Clients

At Causey Wealth, we work with a select group of clients who value long-term partnership, objective advice, and hands-on guidance.

High-net-worth individuals and families — including those actively building wealth and those focused on preservation, transfer, and legacy planning.
Business owners — navigating liquidity events, succession strategies, and integration of personal and business financial planning.
Highly compensated professionals — supporting highly compensated professionals in navigating equity awards and other forms of long-term compensation as part of a broader financial strategy.
Attorneys and legal professionals — relying on our expert analysis and testimony in financial litigation and complex settlement matters.
Institutional clients — supported through customized consulting engagements, often in coordination with investment committees and other fiduciaries.

Our Team

We believe exceptional financial guidance begins with meaningful relationships. Backed by decades of experience, our team takes a hands-on, collaborative approach—delivering personalized support to help clients navigate complex financial decisions.

Nathanael Koch

Managing Principal

Robb Stone

Managing Principal

Tim Itin, CFA

Regional Director

Stephen Warren

Director of Investments

Tomi Germar

Director of Client Services

Stephanie Brubaker

Financial Planning Manager

Andres Almeida

Senior Analyst

Our Pricing

As a fee-only fiduciary, we provide transparent pricing and objective guidance—free from commissions, product sales, or third-party incentives.

Our compensation structure is designed to align solely with our clients’ best interests, reinforcing the trust and accountability that define a fiduciary standard of care.

For further details and a complete breakdown of fees, please see our Form ADV Part 2A or explore the dropdowns below.

Financial Planning

We offer financial planning for a one-time, flat fee—no hidden costs, no surprises. Just clear, transparent pricing from the start.

Before we begin, you’ll receive a detailed Financial Planning Agreement outlining the scope of services and associated fee. This agreement ensures clarity, alignment, and a shared understanding of our work together. It must be reviewed and signed before any planning services commence.

For ongoing investment advisory clients, continuous updates to your financial plan are included as part of our advisory relationship—at no additional cost.

Investment Advisory

Our investment advisory fee is based on a percentage of assets under management, offering a transparent and aligned approach.

We generally recommend a minimum of $2.0 million in investable assets for new client relationships. However, this minimum may be flexible depending on your unique circumstances.

Before we begin managing assets, you’ll receive an Investment Advisory Agreement detailing the scope of our engagement, our responsibilities, and a clear breakdown of fees—ensuring full transparency and mutual understanding.

For more information on our advisory fee structure, please refer to our Form ADV Part 2A .

Trustee Services & Litigation Support

For Trustee Services and Litigation Support, our fees are tailored to the specific scope and complexity of each engagement. We offer flexible, customized pricing structures to align with your unique needs.

Please contact us directly to discuss your situation and receive a personalized proposal.

Ready to take control of your financial future?

Explore how our financial planning and investment advisory services can help you achieve your goals, or learn how our trustee services and litigation support provide solutions in complex financial situations.

Call us at (303) 672-9876 or email This email address is being protected from spambots. You need JavaScript enabled to view it. to request a discovery call.