Tait Johnson, CFA
Counties served: Eagle, Pitkin, Routt, Summit, Garfield, Boulder, Jefferson, Denver
Wealth Advisor
Parkside Financial Bank & Trust
210 University Blvd, Suite 550, Denver, CO 80206
563-529-2226
About ME
Through his expertise and dedication, Tait ensures his clients receive comprehensive wealth management solutions. With over 16 years of experience, his primary focus is on cultivating and nurturing relationships with high-net-worth individuals and families, becoming their trusted advisor. By building strong connections, he fosters a deep understanding of each client's unique needs and goals.
In his role, Tait is responsible for structuring and implementing custom investment portfolios tailored to each client's specific objectives, risk tolerance, and cash flow needs. By meticulously analyzing market trends and investment opportunities, he enhances portfolio diversification, mitigating risk and maximizing potential returns for his clients.
Tait's commitment to providing exceptional service extends to his thorough research and analysis of alternative investment strategies. By developing personalized investment portfolios, coordinating tax and estate planning, and researching alternative strategies, he goes above and beyond to ensure that clients' portfolios are optimized to achieve their financial goals.
EDUCATION
Drake University - BSBA Actuarial Science
PROFESSIONAL ASSOCIATIONS
Colorado Collaborative Divorce Professionals
COLLABORATIVE TRAININGS Taken
Introduction to Collaborative Practice 2025