In the game of life, we're exactly who you want on your bench.
At BenchWealth, we are dedicated to helping our clients work towards a successful financial future. We believe in empowering our clients to strive for financial freedom, peace of mind, and multigenerational growth through forward-thinking guidance, diligence, and agility. While based in Denver, CO, we serve individuals, families, and small business owners across the country.
Our Services
We provide comprehensive services that cover all aspects of clients’ financial lives, including retirement planning, business planning, estate planning, portfolio management, and risk management. We are dedicated to providing personalized solutions tailored to each client’s unique needs and goals.
- Overall Wealth Management Plans and Custom strategies for Families and Businesses
- Qualified and Non-Qualified retirement plans and design
- 401k – Cash Balance -Tax Mulligan and Tax Avoidance
- Pensions and Income products
- Portfolio overview and Benchmarking
- Asset allocation –
- Alternatives – Private Credit, Private Equity, Private Real Estate – 1031 Exchanges
- Goal oriented portfolio design
- RSU’s and options
- Company Stock
- Long Short – Cap Gain Strategies
- Direct Indexing
- Partnership and Owner Distribution strategies
- Investment Banking and Liquidation Strategy
- ESOP’s
- Trusts, Wills, Estate Planning
- High Net Worth Estate Tax planning $25M+
- “Paradigm Estate Planning” and Design with Higginbotham Group – $25M+
- Discounting and Tax Strategies for High Net Worth Clients
Why Choose BenchWealth?
Much like life, wealth planning is a journey. BenchWealth represents the actualization of our long-held vision for the firm: to build a team and a wealth planning experience that enables all our clients and their future generations to have financial freedom throughout their lives and leave a legacy. Our team is proud to celebrate clients’ successes and cheer them on from the sidelines as you aim even higher. We want our clients and their families (and their families) to have the financial freedom and options that come with responsive, proactive, and forward-thinking wealth management. We believe BenchWealth embodies this promise to our clients.
Vision.
Your vision for your family’s growth and legacy drives our work together. We are structured as a full-scope, multi-generational firm. Our core planning team and selected network of professional advisory partners are built to support a multitude of financial, family, business, and other planning needs.
Agility.
Like the game of life, our financial environment fluctuates constantly. We must be proactive and responsive to these changes to remain on course and keep you in a prime position. Our agility helps your plan grow and evolve with you and your priorities, no matter the environment.
Education.
In this world, you have endless and often conflicting financial information at your fingertips. We help you understand which possibilities apply to you and how to best leverage them. With our team and advisory partners by your bench, you might discover opportunities you didn’t know existed.
Diligence.
We are committed to being highly attentive and focused. We recognize that earning your trust is essential to working toward your goals, and we approach every step with care and persistence to present thoughtful options at the right time.
Our Team
“Opportunities are usually disguised as hard work, so most people don’t recognize them.” – Ann Landers
Steve Moats serves as a Wealth Management Advisor and Founder at BenchWealth. Over 20 years ago, at the peak of a successful career in collegiate athletics and professional sports management, he entered a crossroads. While he immensely enjoyed the sports world, he desired the opportunity to make a more meaningful impact in the lives of the many people he encountered in life.
Steve had always been interested in the financial industry, and it ran in his family. In fact, he had been observing several of his family members immersed in the industry for years, admiring the work they did and the positive impact they created for those around them. He knew this was a career where he could truly make a difference.
He made the leap in 1997, joining Janus Capital while earning his MBA from Colorado State University to gain the right experience and education. After all, with the days long and the years short, Steve knew it was only through intention that he could create the change he wanted. After time spent with Janus Capital, he worked at Northwestern Mutual for nearly two decades, where he was motivated by the incredible impact he was able to make in the lives of so many. In 2025, he founded his own company, BenchWealth, with the goal of providing his clients with the highest level of dedication.
Steve is empowered to help families make their own mark on the world for generations and also give back to the communities he loves so deeply—those that have supported him along his journey, too. He looks forward to helping your family and business find the confidence to enjoy life today, knowing that your future is secure.
Business Support
As investment professionals, BenchWealth receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Causes We Care About
Get In Touch
If you have any questions or would like more information, please feel free to reach out. The office can be reached by phone Monday through Friday from 8:30 a.m. to 4:30 p.m. MT, or by email at your convenience.
Contact:
(O) 720.750.5231
(E) info@benchwealth.com