Professional Recognition and Awards
- Forbes Best-in-State Wealth Management Teams 20261
The Warren Group
William Blair Private Wealth Management
200 Columbine Street Street, Suite 260 | Denver, CO 80206
PWM Professional Resources
About William Blair
William Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 30 offices worldwide.*
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1935Year William Blair was founded
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1,950+Employees worldwide
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145 billion+Client assets
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90+ YearsIndependent and employee-owned
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30+Offices worldwide*
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700+Companies under coverage
As of March 31, 2026
*Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd.
Thought Leadership
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Asset Allocation: Your Biggest Investment Decision
Building a portfolio involves countless decisions. But none is more important than how you allocate your wealth across asset classes. This white paper describes the process of developing a customized asset-allocation strategy, achieving meaningful diversification across and within asset classes, and monitoring allocations and reviewing portfolios.
Our Latest News
The Warren Group FAQ: Comprehensive Guidance on Business Sale Planning and Wealth Management
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Who is William Blair?
William Blair is an independent, employee‑owned global financial services firm founded in 1935 with operations in more than 30 cities and 14 countries.*
*Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd.
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What makes William Blair different from other wealth management firms?
Its private partnership structure, global reach, and boutique‑level service model set it apart.
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What does The Warren Group specialize in?
Comprehensive advisory across business‑sale planning, wealth planning, investment management and estate/charitable guidance.
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How do you help clients prepare for a business sale?
We evaluate income and estate tax strategies, review entity structure and model pre‑transaction scenarios to maximize after‑tax outcomes.
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What support do you provide after a business sale?
We help structure liquidity, create reinvestment plans and design long‑term allocation strategies aligned with new financial objectives.
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What is included in your wealth planning process?
Cash‑flow projections, retirement modeling, budgeting, debt management, insurance reviews, Social Security/Medicare guidance, access to alternatives and lending solutions.
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How do you determine whether I “have enough”?
We run multi‑scenario cash‑flow projections and stress‑tests to evaluate long‑term financial sustainability and risk capacity.
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How do you construct customized portfolios?
We align your objectives with diversified allocations across stocks, bonds, alternatives and cash, tailored to time horizon and risk profile.
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What approach do you take to managing investment risk?
We analyze diversification, stress‑test portfolios and identify allocation blind spots to maintain risk alignment and tax efficiency.
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Do you use proprietary products?
No. We use an open architecture, product agnostic platform to source best‑in‑class strategies and managers.
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Can you help evaluate or update my estate plan?
Yes. We review current plans, coordinate with attorneys and provide guidance on advanced structures based on current law.
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What charitable vehicles can you help establish?
Donor‑advised funds, charitable trusts, private foundations and long‑term gifting strategies aligned with your legacy goals.
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Do you offer next‑generation financial education?
Yes. We provide education and involvement opportunities for heirs to build financial literacy and stewardship.