The Normandy Group

The Normandy Group The Normandy Group is a Lakewood, Colorado-based Registered Investment Advisory firm serving individuals, families and businesses.

Our specialized team helps those preparing for or in retirement to secure the future, manage risk and save money on taxes.

Your patients count on you every day.Your financial strategy should support you with the same level of care by coordinat...
08/30/2026

Your patients count on you every day.

Your financial strategy should support you with the same level of care by coordinating taxes, retirement, investments, and estate planning.

August is often filled with one last summer getaway before routines return. Whether it's a weekend at the lake or an ove...
08/29/2026

August is often filled with one last summer getaway before routines return. Whether it's a weekend at the lake or an overseas adventure, travel is more enjoyable when it's part of your financial plan, not an interruption to it. Planning ahead can help you balance today's experiences with tomorrow's goals.

The insurance coverage you purchased years ago may not reflect your life today. Marriage, children, retirement, a growin...
08/28/2026

The insurance coverage you purchased years ago may not reflect your life today. Marriage, children, retirement, a growing estate, or a new business can all change what protection makes sense. Reviewing your policies periodically helps determine whether they still align with your overall financial plan.

Financial advice should be driven by what's appropriate for you, not by product quotas or sales incentives. As an indepe...
08/27/2026

Financial advice should be driven by what's appropriate for you, not by product quotas or sales incentives. As an independent fiduciary firm, The Normandy Group provides advice centered on your goals and your broader financial picture. Learn More about us: https://normandygroup.com/about-us/

Success often creates new financial opportunities, but it can also create new complexities. If your strategy hasn't evol...
08/27/2026

Success often creates new financial opportunities, but it can also create new complexities. If your strategy hasn't evolved as your career, business, or family has changed, it may be time for a second look. A comprehensive financial plan should reflect where you are today, not where you were five years ago. Learn more about our comprehensive planning:https://normandygroup.com/what-we-do/

Financial success isn't measured only by account balances. It's also reflected in the freedom to spend time with family,...
08/25/2026

Financial success isn't measured only by account balances. It's also reflected in the freedom to spend time with family, support meaningful causes, pursue new opportunities, and make decisions that align with your values. Your financial strategy should support the life you're working to build.

Losing a spouse often brings important financial decisions. You don't have to navigate them alone. A thoughtful plan can...
08/24/2026

Losing a spouse often brings important financial decisions. You don't have to navigate them alone. A thoughtful plan can help you move forward with purpose.

Turning 73 isn't just another birthday. It often marks the beginning of Required Minimum Distributions, which can affect...
08/22/2026

Turning 73 isn't just another birthday. It often marks the beginning of Required Minimum Distributions, which can affect taxes, Medicare premiums, charitable giving strategies, and retirement income. Planning ahead can provide more flexibility. Contact us today: https://info.normandygroup.com/normandy-contact

As Back-to-School Month begins, it's a good reminder that preparing for education includes planning for the future. Star...
08/21/2026

As Back-to-School Month begins, it's a good reminder that preparing for education includes planning for the future. Starting a college savings strategy early can help make future education costs more manageable.

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A comprehensive estate plan can do more than determine who receives your assets. It may help reduce the costs and delays...
08/20/2026

A comprehensive estate plan can do more than determine who receives your assets. It may help reduce the costs and delays associated with probate, protect your family's privacy, and keep your broader financial strategy working as intended. Learn more about what we do: https://normandygroup.com/what-we-do/financial-planning/

Address

575 Union Boulevard Suite 201
Lakewood, CO
80228

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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