Simplicity Wealth Denver2026-10-09T21:31:09+00:00

Simplicity Wealth Denver

Money is personal. We believe investors deserve professional guidance that provides them with a customized financial strategy focused in their individual needs and objectives.

A Disciplined, Holistic Foundation

Simplicity Wealth Denver is a comprehensive financial services firm with local advisors dedicated to helping Denver‘s residents and beyond navigate their financial journey with confidence.

Our approach is built on holistic planning, where investment and insurance strategies are designed to complement one another to help you meet your financial goals.

The foundation of each plan is based on understanding:

  • Impact of Key Considerations: How six fundamental financial planning considerations may impact your financial life and which strategies may be implemented to help mitigate their effects.
  • Wealth Optimization: How to effectively accumulate and protect your wealth over time, aligned with your risk tolerance and investment preferences.

Our mission is to help investors build confidence through a focused, personalized approach to their financial strategy. We provide strategic guidance designed to assist our clients in making informed decisions for their financial future.

Team

Wealth Managers

Scott Marek, CFP®

Partner, Financial Advisor

Scott Marek is a wealth advisor and business leader with more than a decade of experience serving business owners, high-net-worth individuals, and multigenerational families. After beginning his career in financial services in 2012, Scott moved to Denver in 2014 to establish a firm alongside business partners Desmond Dimond and Chandler te Velde. Together, they built Maia Wealth into an advisory enterprise managing approximately $1 billion in client assets in just seven years. Today, Scott continues to advise clients while helping drive the growth of Simplicity Wealth.

Drawing on his experience as both an entrepreneur and financial advisor, Scott specializes in sophisticated financial planning, investment strategy, and long-term wealth management. He is known for his thoughtful, direct approach and ability to build enduring client relationships, helping families and professionals navigate complex financial decisions with clarity and confidence. Outside the office, Scott enjoys spending time with his wife and daughter, golfing, and playing pickleball.

Desmond Dimond

Financial Advisor

Dez began his career at Northwestern Mutual after studying and playing baseball for Wheaton College. After Northwestern Mutual, Dez partnered with Scott. Dez specializes in asset optimization, retirement analysis, tax mitigation, and business succession planning.

Dez has a strong background in philanthropic work and brings that same passion to his work with clients. Like his fellow advisors, Dez has a strong passion for improving the lives of each of his clients, which helps guide him in presenting sound financial recommendations. He is continually improving himself and collaborating with fellow advisors in the industry through the many forums and training sessions that he attends throughout the year.

After playing collegiate baseball, Dez never let his passion for sports or any athletic endeavor fade. After nearly a decade in Denver, Dez and his family moved to Chicago to continue his career and serve clients in the community. He looks forward to continuing to grow professionally while also staying involved in various charities that support children and economic empowerment in the community.

Refer A Friend or Family Member

We believe investors deserve a partner that will provide them with a bespoke investment experience tailored to their needs and objectives. If you have a friend or family member who could benefit from our services, we would love to see if we can help them!

Simplicity Wealth Senior Leadership

Services

Income Planning

Ensure your retirement income lasts as long as you do.

We help you create a reliable, tax-efficient income stream by integrating Social Security, pensions, annuities, and investments. The result is a sustainable withdrawal strategy you can count on throughout retirement.

Investment Planning

Grow and protect your nest egg with purpose.

Our investment strategies are customized to match your risk tolerance, time horizon, and retirement goals. We focus on asset allocation, downside protection, and consistent performance—not speculation.

Legacy Planning

Leave a legacy that reflects your values.

We help you plan how your assets will be distributed, protected, and preserved for future generations—while also reducing probate costs, taxes, and family stress.

Insurance Reviews

Life can change – the birth of a child, death of a loved one, loss of a job, a major purchase, which will readjust your customized strategy.

We can help you understand your benefits and educate you on how you can maximize them.

Social Security Benefit Planning

Social Security timing strategies involve strategically evaluating when to claim benefits and coordinating with other income sources to help increase your potential lifetime payments.

The decision of when to claim Social Security is complex and can significantly impact your retirement income. We provide a comprehensive analysis to help you understand how different timing choices may affect your long-term financial health.

Business Owners

Retiring from or selling a small business can be a complex and time-consuming process.

Small business owners encounter distinct hurdles when planning for retirement. Without employer-sponsored options like 401(k) plans or pensions, they must take full responsibility for building and funding their own retirement savings.

Media

Financial Videos

Guides

Tax Planning Guide
Work To Reduce Your Taxes 

Retirement & Inflation Guide
What To Know And How To Prepare

Social Security Guide
What To Know And How To Maximize

Blog

Events

Events in October 2026

  • There are no events scheduled during these dates.

Contact Information

Denver Office:

1331 17th St, Ste 800,
Denver, CO 80202

Our Phone:

(720) 644-8803