Growing and protecting your family’s wealth

The Willenbrock Group is a collaborative team with more than three decades of devotion to financial planning. We are compassionate professionals who seek to help you address your financial needs and pursue the future you envision.

We understand your most important goals, such as planning for retirement, caring for aging parents, business succession planning, and transferring wealth to future generations. We enjoy taking the time to learn about your unique situation, and putting a plan in place that reflects it.

We work with multiple generations of families to deliver the confidence that a wealth management plan conveys.

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We look beyond managing your money

Our clients’ complex financial life encompass much more than investing. Learn about how our approach we call Advice. Beyond investing. can help you find answers to your questions about pursuing the goals that matter—for every part of your life, at every stage of your life.

Henry C. "Tad" Willenbrock III, CIMA

Senior Vice President–Wealth Management
View bio Industry recognition
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- IL
- KS
- MA
- MD
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OR
- PA
- SC
- TX
- UT
- VA
- WA
- WY
Tad has been in the financial services industry for over 30 years and is a graduate of the Executive Education Program at the Wharton Business School, is a member of the Investment Management Association (IMCA), and has received the Certified Investment Management Analyst (CIMA®) designation.

He began his career as a Financial Advisor with Morgan Stanley in 1984. From 1988 until 1994, Tad held the position of Assistant Branch Manager in the downtown office. From 1990 to the present, he has held a position as an arbitration panelist for the New York Stock Exchange.

He joined the Wealth Management Division of UBS Financial Services in 2009 as a Senior Vice President. Tad is among a small number of UBS Financial Advisors who have earned the designation of “Wealth Advisor,” and has also been recognized with the "Senior Portfolio Manager" title. As a Wealth Advisor and Senior Portfolio Manager, Tad has extensive access to various specialists, scarce resources and select offerings necessary to serve high net worth clients.

Tad graduated with a B.S., Business Administration from the University of Colorado, Boulder, Colorado.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- University of Colorado, Boulder, Colorado, B.S. Business Administration
- Certified Investment Management Analyst®
- Senior Portfolio Manager
- Wealth Advisor
4600 South Ulster Street
Suite 700
Denver, CO 80237
Elizabeth Willenbrock

Senior Vice President–Wealth Management

Wealth Advisor
View bio
- AZ
- CA
- CO
- FL
- ID
- IL
- KS
- MA
- MD
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- OR
- PA
- SC
- TX
- UT
- VA
- WA
- WY
Elizabeth has been in the financial services industry for over 30 years. She began her career as a Financial Advisor with Morgan Stanley in 1984.

While at Morgan Stanley, she completed the requirements to become a designated Retirement Planning Specialist. She joined the Wealth Management Division of UBS Financial Services in 2009 as a Senior Vice President.

She is a graduate of the Executive Education Program at the Wharton Business School. She also holds the designation of Wealth Advisor. She earned a B.S. Degree in business administration from Arizona State University.

Tad and Elizabeth have two sons and enjoy being involved in the Denver community. They are proud to partner with UBS in supporting numerous charities.
- Arizona State University, B.S. Business Administration
- Wealth Advisor
4600 South Ulster Street
Suite 700
Denver, CO 80237
Fred Jauch

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- FL
- ID
- IL
- KS
- MD
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- OR
- PA
- SC
- TX
- UT
- VA
- WA
- WI
- WY
Fred has over 38 years of experience in the financial services industry, having started and trained with E. F. Hutton in 1980. His areas of focus include asset management, income and retirement planning, as well as customized investment and financial planning strategies designed to help families pursue their individual goals. Fred is active in the Rotary Club of Denver Southeast and Junior Achievement and is a graduate of The Pennsylvania State University with a B.S. degree in Industrial Engineering.
- The Pennsylvania State University, B.S. degree in Industrial Engineering
- Portfolio Manager
4600 S. Ulster St.
Metro Point One
Denver, CO 80237
Jennifer Heath

Client Associate
View bio
Jennifer began her career as an intern at Morgan Stanley in the Boulder, Colorado office in 2013. After graduating, she was hired on to run their operations department quickly moving up and being recruited to multiple teams within the branch, eventually relocating to the Denver branch, where she worked with both domestic and international clients on one of the firms’ largest teams as a Client Service Associate.

Jennifer provides operational and administrative support to the clients of The Willenbrock Group. She nurtures both new and existing client relationships by utilizing hard work and creativity to tackle special situations.

Jennifer was born and raised in Fort Collins, Colorado. She is a graduate of Colorado State University and has lived in the U.K. where she attended Swansea University in Swansea, Wales. Jennifer enjoys spending time on the river flyfishing throughout Colorado with her dog, cooking, and traveling any chance she gets.
- Colorado State University, Ft. Collins, Colorado, B.S. Business Administration - Corporate Finance: 2009 - 2013
- Swansea University, Swansea, Wales, U.K. : 2012
4600 South Ulster Street
Suite 700
Denver, CO 80237
Barbara Adams

Client Associate
View bio
Barb brings over 20 years of Executive level administrative support to our team. In 2021 she returned to her home state of Colorado in 2021 after spending 5 years in Sheridan, Wyoming working for a non-profit performing arts facility - The WYO Theater. In her role as Office Manager, she provided administrative and operational support to the Board of Directors and Executive Director and was instrumental in facilitating the growth of charitable community support.

Barb was born and raised in Denver, Colorado and attended Metropolitan State University. As a musician, she spent 30 years performing with various bands and Jazz ensembles. Her passions now are her young grandchildren, gardening & canning, piano and spending time in the mountains hiking.
4600 South Ulster Street
Suite 700
Denver, CO 80237

Henry C. "Tad" Willenbrock III, CIMA

Senior Vice President–Wealth Management
View bio Industry recognition
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- IL
- KS
- MA
- MD
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OR
- PA
- SC
- TX
- UT
- VA
- WA
- WY
Tad has been in the financial services industry for over 30 years and is a graduate of the Executive Education Program at the Wharton Business School, is a member of the Investment Management Association (IMCA), and has received the Certified Investment Management Analyst (CIMA®) designation.

He began his career as a Financial Advisor with Morgan Stanley in 1984. From 1988 until 1994, Tad held the position of Assistant Branch Manager in the downtown office. From 1990 to the present, he has held a position as an arbitration panelist for the New York Stock Exchange.

He joined the Wealth Management Division of UBS Financial Services in 2009 as a Senior Vice President. Tad is among a small number of UBS Financial Advisors who have earned the designation of “Wealth Advisor,” and has also been recognized with the "Senior Portfolio Manager" title. As a Wealth Advisor and Senior Portfolio Manager, Tad has extensive access to various specialists, scarce resources and select offerings necessary to serve high net worth clients.

Tad graduated with a B.S., Business Administration from the University of Colorado, Boulder, Colorado.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- University of Colorado, Boulder, Colorado, B.S. Business Administration
- Certified Investment Management Analyst®
- Senior Portfolio Manager
- Wealth Advisor
4600 South Ulster Street
Suite 700
Denver, CO 80237
Elizabeth Willenbrock

Senior Vice President–Wealth Management

Wealth Advisor
View bio
- AZ
- CA
- CO
- FL
- ID
- IL
- KS
- MA
- MD
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- OR
- PA
- SC
- TX
- UT
- VA
- WA
- WY
Elizabeth has been in the financial services industry for over 30 years. She began her career as a Financial Advisor with Morgan Stanley in 1984.

While at Morgan Stanley, she completed the requirements to become a designated Retirement Planning Specialist. She joined the Wealth Management Division of UBS Financial Services in 2009 as a Senior Vice President.

She is a graduate of the Executive Education Program at the Wharton Business School. She also holds the designation of Wealth Advisor. She earned a B.S. Degree in business administration from Arizona State University.

Tad and Elizabeth have two sons and enjoy being involved in the Denver community. They are proud to partner with UBS in supporting numerous charities.
- Arizona State University, B.S. Business Administration
- Wealth Advisor
4600 South Ulster Street
Suite 700
Denver, CO 80237
Fred Jauch

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- FL
- ID
- IL
- KS
- MD
- MI
- MN
- MO
- NC
- NJ
- NM
- NV
- OR
- PA
- SC
- TX
- UT
- VA
- WA
- WI
- WY
Fred has over 38 years of experience in the financial services industry, having started and trained with E. F. Hutton in 1980. His areas of focus include asset management, income and retirement planning, as well as customized investment and financial planning strategies designed to help families pursue their individual goals. Fred is active in the Rotary Club of Denver Southeast and Junior Achievement and is a graduate of The Pennsylvania State University with a B.S. degree in Industrial Engineering.
- The Pennsylvania State University, B.S. degree in Industrial Engineering
- Portfolio Manager
4600 S. Ulster St.
Metro Point One
Denver, CO 80237
Jennifer Heath

Client Associate
View bio
Jennifer began her career as an intern at Morgan Stanley in the Boulder, Colorado office in 2013. After graduating, she was hired on to run their operations department quickly moving up and being recruited to multiple teams within the branch, eventually relocating to the Denver branch, where she worked with both domestic and international clients on one of the firms’ largest teams as a Client Service Associate.

Jennifer provides operational and administrative support to the clients of The Willenbrock Group. She nurtures both new and existing client relationships by utilizing hard work and creativity to tackle special situations.

Jennifer was born and raised in Fort Collins, Colorado. She is a graduate of Colorado State University and has lived in the U.K. where she attended Swansea University in Swansea, Wales. Jennifer enjoys spending time on the river flyfishing throughout Colorado with her dog, cooking, and traveling any chance she gets.
- Colorado State University, Ft. Collins, Colorado, B.S. Business Administration - Corporate Finance: 2009 - 2013
- Swansea University, Swansea, Wales, U.K. : 2012
4600 South Ulster Street
Suite 700
Denver, CO 80237
Barbara Adams

Client Associate
View bio
Barb brings over 20 years of Executive level administrative support to our team. In 2021 she returned to her home state of Colorado in 2021 after spending 5 years in Sheridan, Wyoming working for a non-profit performing arts facility - The WYO Theater. In her role as Office Manager, she provided administrative and operational support to the Board of Directors and Executive Director and was instrumental in facilitating the growth of charitable community support.

Barb was born and raised in Denver, Colorado and attended Metropolitan State University. As a musician, she spent 30 years performing with various bands and Jazz ensembles. Her passions now are her young grandchildren, gardening & canning, piano and spending time in the mountains hiking.
4600 South Ulster Street
Suite 700
Denver, CO 80237

Global leader

UBS is a world-leading wealth manager

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 11/23/2021

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Building on a foundation of trust

What do you see when you look to the future? Are you confident that your family’s wealth will continue to grow? Our experienced team can help you ask the right questions and develop a plan to find the answers you seek.

A financial planning process shaped by your priorities

We will work with you to understand your life, your wealth and what you want to accomplish. And we’ll coordinate with your tax and legal advisors to align your plan with your overall situation.

Planning is the doorway to what’s possible. We can help you get started by conducting a Financial Goal Analysis. This powerful tool can tell you whether you’re on track toward achieving the life you envision.

“Our multigenerational approach to financial planning includes things that people don’t always think about, such as life insurance and long-term care.”

— Fred Jauch

Liquidity. Longevity. Legacy.

Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expense, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Liquidity -

To help maintain your lifestyle

This strategy helps you manage cash flow for near-term expenses. It can give you the confidence to fund short-term needs regardless of the markets, and helps reduce the likelihood of making impulsive investment decisions during periods of market volatility.

Entertainment and travel
Taxes
Purchasing a home

Longevity -

To help improve your lifestyle

This strategy includes the resources you’ll need over the course of your life. It can help you gain confidence in your future by allowing you to shift your focus to meeting long-term goals rather than trying to outperform the markets.

Retirement
Healthcare and long-term care expenses
Second home

Legacy -

To help improve the lives of others

This strategy includes all of the resources for needs that go beyond your own. Having a Legacy strategy can boost your confidence by reframing risk based on specific legacy goals and longer timeframes.

Giving to family
Philanthropy
Wealth transfer over generations

_{Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.}

Advice and support during life’s transitions

As a family practice, we value the ability to guide you through major life events. You can count on us to treat you like family as we address your financial and personal concerns.

Helping you bring stability to changing circumstances

For nearly 35 years as Financial Advisors, we have worked with individuals and families in every stage of life. We can help you navigate financial challenges that include:

Funding college education for children or grandchildren
Creating a plan to generate income in retirement
Helping those who are newly single to manage their finances
Funding care for aging parents
Involving the entire family in financial planning
Passing on your values along with your wealth
Leaving a legacy for institutions that are meaningful to you

“We strive to earn your loyalty through our dedication to you and your family.”

— Elizabeth Willenbrock

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Growing and protecting your family’s wealth

We look beyond managing your money

Henry C. "Tad" Willenbrock III, CIMA

Elizabeth Willenbrock

Fred Jauch

Jennifer Heath

Barbara Adams