Inverness Wealth Management Email Formats

Financial Services • Englewood, Colorado, United States • 1-10 Employees

Inverness Wealth Management Email Formats

Inverness Wealth Management uses 1 email format. The most common is {first name} (e.g., john@invernesswm.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@invernesswm.com	100%

Key Contact at Inverness Wealth Management

Vincient Sweet

Director Of Business Development

Company overview

Headquarters	304 Inverness Way S, Ste 165, Englewood, Colorado 80112, US
Phone number	+1532024797
Websites	nm.com invernesswm.com
NAICS	52
SIC	628
Keywords	Financial Advising, Risk Management, Wealth Management, Group Benefits, Asset Management, Business Planning, Advisory, Insurance, Estate Planning, Investment Services, Brokerage, Legacy Planning, Education Funding, Family Planning, Retirement Strategy, Distribution Planning, Fee-Based Planning
Founded	1993
Employees	1-10
Socials

About Inverness Wealth Management

Big dreams, zero time to spare? We help you make confident money decisions without the overwhelm. At Inverness Wealth Management (IWM), we're your trusted partners in building a secure financial future. Founded by Michael Kuhn and Kirk Bippus in 2021, we believe real financial planning starts with listening—not selling products. You're smart. You're successful. You've built a life you care about. But your financial world is starting to feel like another full-time job. We get it. Who We Serve: · Business owners of small, closely held companies · Pre-retirees and active retirees · Multigenerational families building wealth and legacy · 30-something parents navigating college savings, insurance, and estate planning What Makes Us Different: Most firms sell products or check in once a year. We do things differently: · We coach, not just manage—mapping out what's possible and holding you accountable · We ask better questions—so your plan reflects what you actually want · We stay in it with you—adapting as life evolves · We think generationally—planning for your family, business, and legacy Our Approach: We start with purpose, not products. Through thoughtful conversations and custom strategies, we help you define success on your terms. No pressure. No jargon. Just smart planning made simple. Whether you're in Denver or across the country, we serve clients nationwide with the same care and commitment we'd want for our own families. Solid, smart, and surprisingly down to earth—welcome to Inverness.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Inverness Wealth Management has 9 employees across 4 departments.

Departments

Number of employees

Funding Data

Inverness Wealth Management has never raised funding before.

Frequently asked questions

Inverness Wealth Management is located in Englewood, Colorado, US.

You can reach Inverness Wealth Management at +1532024797.

Inverness Wealth Management was founded in 1993, making it 33 years old. The company has established itself as a significant player in its industry over this time.

Inverness Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Inverness Wealth Management

Vincient Sweet

Director Of Business Development

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