Office News

Our offices will be closed on the following dates in 2022. Please note that we cannot process service requests on market close holidays. We will process these requests on the following business day. Our service team will monitor emails and voicemails if the market is...

We are excited to present to you our very first live webinar featuring our new partner, Helios Quantitative. Whether you are a client of ours or are simply interested in how 5280 Associates is bringing an institutional-level wealth management experience to the retail...

Your Thrivent Brokerage Account tax forms can be accessed through Thrivent Wealthscape Investor. This is a different log in than PKS Wealthscape investor. If you do have accounts through PKS, make sure you use your Thrivent-specific log in. When you are in the portal,...

Your Thrivent Mutual Fund tax documents can be found at Thrivent.com. Please note that Thrivent plans on generating another wave of tax documents around mid-February. If you do not see your tax documents the first time logging in, they may not be available just yet....

Tax forms are accessible online at pksinvest.com through Wealthscape Investor. Instructions:  Go to pksinvest.com. In the upper left, click on Login. Choose Client Login. Click on Login to Wealthscape Investor. Sign in with your username and password. If you forgot...

Tax forms are accessible online at Thrivent.com. Please note that Thrivent plans on generating another wave of tax documents around mid-February. If you do not see your tax documents the first time logging in, they may not be available just yet. Go to Thrivent.com. ...

Tax forms are accessible online at Schwab.com and via a smartphone or tablet through the Schwab app. Computer Access: Log in to schwab.com/1099dashboard.  You will be able to view, save and print your documents from the landing page. Please note that Schwab plans on...

If you recently transferred accounts to or opened new accounts at Charles Schwab or National Financial Services for the first time, you will soon receive your invitation to the Black Diamond client portal. Once you have set up your login credentials, you can download...

As Denver County moves to a level red restriction, we would like to provide an update on our current COVID-19 policies in office. Due to new local COVID guidelines, client meetings will be held through Zoom or over the phone. We are continually monitoring Denver...

Following the election for President and Congress, 5280 Associates has a plan for asset management in the coming weeks and months.

After a long few months, mountains of paperwork, and many emails, we have finally made our transition to Registered Investment Advisor (RIA)! We thank all of our clients for their patience as we navigated our way to the new space. We couldn’t have done it without you!...