Sargent Bickham Lagudis LLC Celebrates 25 Years

Acclaimed wealth management firm hits major anniversary milestone
 
BOULDER, Colo. - Sept. 24, 2013 - PRLog -- Sargent Bickham Lagudis, an independent investment advisory firm, is proud to announce its 25th anniversary serving the wealth management needs of Colorado individuals and institutions.

President Brad Bickham states, “I can’t say what Mike Sargent expected when he started this company in 1988, but I’m confident that he is just as proud as I am of what it has become. We have 21 people who are dedicated every day to bringing our clients the best service and performance we can. I believe if we keep doing so, we’ll be here 25 years from now celebrating our 50th!”

Starting with one client and one employee, the firm is now one of the largest independent wealth management firms in the state.

About Sargent Bickham Lagudis

Sargent Bickham Lagudis is a fee-only financial advisor providing customized fee-only investment management and financial planning for high net worth individuals, institutions, and foundations.

SBL is based in Boulder with offices in Denver, serving clients throughout Colorado and the United States.  The firm currently manages over $840 million in assets.

For more information, visit http://sblfinancial.com.
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Tags:Boulder, Wealth Management, Denver, Investment Advisor, Financial Planning
Industry:Financial, Investment
Location:Boulder - Colorado - United States
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Page Updated Last on: Sep 24, 2013
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