Our Commitment
Inclusive Services
Inclusive Services
We are a team that values your time as a continuously diminishing resource.
Nspire Wealth offers more than 30 years of experience in the financial services business ranging from checking accounts to complicated options strategies and investment banking.
We have a unique skillset that allows us to propose and oversee your ongoing investment portfolio from a risk perspective.
You will be presented with a transparent fee schedule prior to committing to work with our team.
We will always value client relationships over pursuing market share from our clients and prospects.
We have committed to employ one employee for every 5 client relationships.
Our goal is to incorporate community involvement and giving into our employee benefits by offering one paid day per quarter to volunteer at a charity of their choice.
Inclusive Services
Inclusive Services
Inclusive Services
-Budget and forecast cash flows
-Review assets and liabilities
-Engage with tax and legal counsel
-Prepare and execute financial plan
-Research and recommend on liabilities
-Assist with charitable planning and giving
-Semi-annual reviews
-Annual investment manager peer review and recommendations
-Quarterly investment manager update calls and advice on interim investment decisions
-Collect documents and provide to tax preparers
Additional services provided for relationships above $50MM. Please schedule an appointment or a call to discuss these services.
Our Process
Inclusive Services
Our Process
As we discuss and review where you are and what you would like to accomplish, we will determine an appropriate risk level for near term, mid term and long term assets. This analysis includes your privately held businesses, specialty assets such as yachts and aircraft, along with residential and commercial real estate. This is an all inclusive look at your assets and liabilities.
We will establish an investment plan and seek to mitigate concentration risks in your tangible portfolio in conjunction with your intangible assets. Your proposal will include asset allocation guidelines customized for your needs and desired outcomes.
We have applied stringent guidelines to seek out managers who exhibit predictability of returns over an entire market cycle. These managers must meet continuing diligence on an annual basis and provide market color and outlooks on a quarterly basis.
Our team is always available to discuss your needs, but we will meet semi-annually, at a minimum, to discuss progress to goals and changes in your situation.
Just The Facts
Charitable Giving
Just The Facts
We recognize that there is a tremendous amount of information to process daily. In this section, we provide news reports with the goal of empowering our clients to make sound investment decisions.
Impact/ESG/SRI Investing
Charitable Giving
Just The Facts
Now may be the time to consider Impact Investing, ESG or SRI in your portfolio. In the current environment, this is an ideal time to consider investments that could enhance the future for so many people.
Charitable Giving
Charitable Giving
Charitable Giving
Beyond investing in worthwhile causes, support through charitable donations is also an area to consider. In this section, we have featured organizations who are truly dedicated to making a difference.
Our Founder
Brenda Cox
Brenda Cox is the founder of Nspire Wealth in Denver, Colorado. Nspire launched on February 24, 2020. The goal of the firm is to work with wealthy families and their foundations to develop a plan for current and new investments and oversight of those investments. In addition, Nspire Wealth works with clients to guide them with their philanthropic capital and goals. Nspire Wealth focuses on the entire balance sheet, including the debt, to encompass a holistic plan for the family and their foundation.
Brenda's financial services experience and knowledge are extensive, focused primarily on private and corporate banking. She began her career in 1990 at FirstBank. Just two years later she was recruited to join Citi Private Bank. At Citi, Brenda enjoyed a seventeen-year tenure marked by leadership positions in several divisions. Skilled at integrating firm-wide resources, Brenda was particularly effective as an advisor and conduit for large-scale transactions involving multiple divisions of the firm. Brenda worked closely with clients to advise them of risk in their asset and liability portfolios. She provided ongoing oversight of alternative investments, including credit, geographic, macroeconomic, lock-up and manager-specific risks.
During her time at Citi, Brenda worked closely with high-net-worth individuals, owners of private companies, family foundations and control persons in publicly traded companies who often required hybrid financial advice across multiple channels of the firm. She is particularly skilled in equity and alternative investment selection, investment management and consulting, strategic and tactical asset management, and risk management. She has more than two decades of experience in public equity sponsorship, personal aircraft financing, commercial real estate and home lending, structured debt and M&A transactions.
In 2009, Brenda moved to Merrill and co-founded the Hamstra/Berger Team within the firm's Private Banking and Investment Group. During her eleven years with Merrill, she established a rigorous investment management process. In 2015, Brenda merged within Merrill with the Starratt Group Global Institutional Consulting. There she focused primarily on large private foundations and their specific requirements. The team was overseeing more than $9B of AUM’s both on and off the Merrill platform.
Brenda prides herself on developing long term relationships with the families and foundations that she serves. She views her practice as a partnership with her clients to sustain generational wealth and messaging, while also working with her clients to define and execute charitable giving and funding.
Brenda is actively involved in the community. She has participated in Junior Achievement’s “JA for a Day" teaching at a Denver Public School. She has volunteered with Brother’s Redevelopment painting low-income senior housing and has coached girls' volleyball for ages 8-13 in Brighton and Parker, Colorado.
Brenda and her daughter developed a program to purchase and provide holiday stockings stuffed with toys to approximately 160 children from low income, single-parent homes who were escaping domestic violence at Warren Village in Denver. They expanded their efforts and increased their giving to an additional 109 children at the Rodarte Center in Greeley, Colorado.
Brenda previously sat on the Program Committee and Board of Directors of Aspen Youth Experience, an outdoor education and leadership organization directed toward improving the lives of at-risk teens and young adults.