Transform Wealth
We are your trusted partner and guide through every step of your financial journey.
Transform Wealth
6400 S Fiddlers Green Cir
Suite 1600
Greenwood Village, CO 80111

Headquartered in Denver, CO with satellite offices in Colorado Springs, CO and Houston, TX, Transform Wealth is a fee-only, financial planning centric firm providing investment advice to high net worth individuals. The firm is led by young, but proven partners in Nathan and David Kubik. The duo has executed multiple M&A transactions to nearly triple the size of the firm in three years prior to joining Focus. Since joining the Focus partnership, Transform Wealth has already expanded to Houston via M&A and is executing on an aggressive organic and inorganic growth plan as one of Focus’ fastest growing firms.


A message from
Nathan Kubik
Principal
We are excited to join the ranks of the high caliber wealth management firms currently in the Focus partnership. We can relate to and appreciate the entrepreneurial, growth-oriented and client-centric firms that have partnered with Focus. Furthermore, Focus’ capital, along with its value-add programs and best practices shared among partner firms, will be invaluable to us as we continue on our growth trajectory in both M&A and attracting new clients.
Learn More About Transform Wealth