Normandy Capital Management, LLC Information

Normandy Capital Management, LLC dba The Normandy Group Our Mission is to help individuals find balance within 3 major facets of wealth. Personal Wealth - Who you are, what you stand for, your life's experiences, both good and bad Social Wealth - Who and what you care about, and why, (family, friends, causes) Financial Wealth - Personal finances, insurance, investment assets We seek to combine these 3 facets into an integrated financial and estate plan we call a Wealth Strategy Design. Our services include: Financial and Estate Planning Charitable and Tax Planning Portfolio Construction Investment Management Insurance Placement Retirement Plan Designs Including Multi Generational IRA Planning Administrative and Funding Services This content is developed from sources believed to be accurate. It is not written or intended as investment advice. Neither the information nor any opinion expressed constitutes a recommendation for the purchase or sale of any securities. Normandy Group Investment Advisor Representatives are licensed to provide investment advice in Colorado.