The Normandy Group

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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.

Fall has a way of making the year feel shorter. Before the calendar fills with holidays and year-end commitments, consid...
10/24/2026

Fall has a way of making the year feel shorter. Before the calendar fills with holidays and year-end commitments, consider what still deserves financial attention in 2026. A timely review now can uncover decisions you may want to address before December.

Financial planning is about more than what you have. It is about what you want your resources to make possible.National ...
10/23/2026

Financial planning is about more than what you have. It is about what you want your resources to make possible.

National Financial Planning Month is a good time to revisit your priorities and consider whether your financial strategy still reflects them.

What do you want your retirement years to look like, and what will it take to support that lifestyle?National Retirement...
10/22/2026

What do you want your retirement years to look like, and what will it take to support that lifestyle?
National Retirement Security Month is a good time to review your income needs, investments, taxes, and long-term priorities as part of one retirement strategy.

Estate planning is not only about what your heirs receive. It is also about what they are prepared to manage. Conversati...
10/18/2026

Estate planning is not only about what your heirs receive. It is also about what they are prepared to manage. Conversations about financial responsibility, family values, and the purpose behind your wealth can be an important part of legacy planning.

What if you wanted to retire two years earlier than planned? That decision could affect health insurance, portfolio with...
10/12/2026

What if you wanted to retire two years earlier than planned? That decision could affect health insurance, portfolio withdrawals, taxes, Social Security, and cash reserves. Testing the possibility in advance can help clarify the tradeoffs.

Contact us today to learn more on how we can help: https://info.normandygroup.com/normandy-contact

This Breast Cancer Awareness Month, we recognize those facing breast cancer, honor those we have lost, and stand with th...
10/09/2026

This Breast Cancer Awareness Month, we recognize those facing breast cancer, honor those we have lost, and stand with the families, friends, caregivers, and communities affected by the disease. đź’—

A financial strategy created several years ago may no longer reflect your family, career, assets, priorities, or tax sit...
10/06/2026

A financial strategy created several years ago may no longer reflect your family, career, assets, priorities, or tax situation today. The Normandy Group's Dynamic Wealth Design is built to evolve as circumstances change, keeping the different areas of your financial life coordinated.

As your financial life grows more complex, individual decisions can have consequences elsewhere. An investment change ma...
10/04/2026

As your financial life grows more complex, individual decisions can have consequences elsewhere. An investment change may affect taxes. An estate decision may affect control. A retirement choice may change cash flow. The Normandy Group brings these pieces together through integrated financial, tax, estate, and investment planning.

As the year winds down, there may still be time to make financial decisions that affect both this year and the next. Rev...
10/02/2026

As the year winds down, there may still be time to make financial decisions that affect both this year and the next. Reviewing realized gains and losses, charitable giving, retirement contributions, distributions, and upcoming cash needs can help identify items worth addressing before December 31. The Normandy Group helps clients evaluate year-end decisions within the context of their broader financial strategy.

Financial assets tell only part of your story. The Normandy Group considers three dimensions of wealth: your Personal We...
09/30/2026

Financial assets tell only part of your story. The Normandy Group considers three dimensions of wealth: your Personal Wealth, including your experiences and values; your Social Wealth, including the people and causes you care about; and your Financial Wealth. Our planning process brings all three into the conversation.

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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