5350 S. Roslyn Street, Suite 310, Greenwood Village, CO 80111 | 303-740-8001 | info@auctoris.com

Important Information

Kristin McGinnis Promoted to AUCTORIS’ Director of Communications

September 20, 2016
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In her new role, Kristin McGinnis will be responsible for managing and directing Auctoris’ internal and external communications and strengthen our relationship with constituencies. She will help effectively convey the issues we solve, nurture relationships with clients, advisors, referral sources and prospective clients as well as communicate our […]

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AUCTORIS Introduces New Wealth Preservation Advisor

July 27, 2016
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GREENWOOD VILLAGE, COLORADO [JUL 25, 2016] – AUCTORIS has announced a new addition to their team: William “Bill” Simmermon.

 

Bill will serve as a Wealth Preservation Advisor for AUCTORIS. He has applied his financial planning and analysis skills to an affluent clientele consisting primarily of business owners, professional […]

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AUCTORIS Co-Founder Receives International Estate Planning Society Membership

June 12, 2015
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GREENWOOD VILLAGE, COLORADO [JUN 4, 2015] – In May 2015, Richard Hartmann received an international Registered Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners (STEP) whose headquarters are located in London, United Kingdom. The designation and membership in STEP represents Richard’s continued […]

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Congress Throws New Tax Curves – By William E. Roberts, CLU, ChFCy

May 2, 2014
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Chances are you have been inundated with e-mails, newsletters and articles on the new provisions of the American Taxpayer Relief Act of 2012 (“ATRA”) and your first reaction was likely similar to many of our clients – if Congress is selling us on a “Tax Relief Plan”… hold […]

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