Retire confidently

Plan today, for tomorrow

Three business people at a desk

By taking on a fiduciary role, my team and I specialize in retirement plans for businesses, corporations and institutions. We have extensive experience serving as an advocate for retirement plan sponsors and participants.

Colin Murphy is a Chartered Retirement Planning SpecialistSM (CRPS®) and a Senior Retirement Plan Specialist with access to extensive resources and tools. With more than 25 years of experience providing customized planning and investment strategies to institutions and individuals, Colin taps his extensive background in fixed income management and institutional bond trading as the team’s corporate services and 401(k) specialist.

My team has the capabilities and experience to offer customized advice and fiduciary services designed specifically for your retirement plan. You can be confident that the strategy we develop is based on what you and your business need.

- Colin Murphy

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Colin Murphy - Profile Photo

    Colin Murphy

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • IA
    • IL
    • LA
    • MA
    • MD
    • MI
    • MN
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • TX
    • VA
    • WA
    • WI
    • WY

    Colin Murphy is a Senior Portfolio Manager who has managed client's futures over the last 20 years, human-to-human.  The first decade of Colin's career was spent as an institutional bond trader in Denver, Chicago and New York.  He knows that proper planning drives continued prosperity and it relates to more than just investments.   It's how well you connect with the heart-beating people you're trying to help and communicate your understanding back to them.   Colin challenges conventional thinking and seeks knowledge relentlessly to keep his practice inspired, exploring every opportunity and generating creative solutions.

    After leaving New York, Colin led the Charles Schwab bond desk in Denver before embarking on a career in wealth management at Merrill Lynch.  He joined UBS in 2008.  

    Colin holds a BS in Marketing from Metropolitan State University of Denver and his MBA in Finance and Accounting from Regis University.

      • Metropolitan State University of Denver, BS, Marketing
      • Regis University, MBA, Finance and Accounting
      • Chartered Retirement Plans Specialist℠
      • Senior Portfolio Manager
      • Senior Retirement Plan Consultant
      205 N Detroit Street
      5th Floor
      Denver, CO 80206
      Colin Murphy
      205 N Detroit Street,Denver,CO,80206
    • Mariana Picans - Profile Photo

      Mariana Picans

      Client Associate

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      • CO

      Mariana is a native of Miami, Florida. She moved to Toulouse, France where she completed a French immersion program for six months. Subsequently, Mariana completed her undergraduate studies in economics and global business administration at the Institut Catholique de Toulouse. Upon graduation she returned to Miami where she worked at Oppenheimer & Co. Inc. with a team focused on foreign bond arbitrage with international clients and options trading with institutional investors. Eager to be close to family, she moved to Denver and joined UBS in January 2017. Passionate about the great outdoors, the move to Denver was a natural fit. Mariana enjoys cycling, hiking and watching live music. Mariana is fluent in Spanish, French and English and holds her Series 7 registration.

            205 N Detroit Street
            5th Floor
            Denver, CO 80206
            Mariana Picans
            205 N Detroit Street,Denver,CO,80206
          Integrated fiduciary guidance

          Integrated fiduciary guidance

          Retirement and incentive plan oversight

          Retirement and incentive plan oversight

          Objective investment management

          Objective investment management

          Global Wealth Report 2024

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          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

          Gain additional insights into the trends shaping wealth in the US and around the world.

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