The Cherry Creek Team
Serving the greater Denver, CO area.
Location
Denver, CO 80206 (720) 414-6525
A team behind every plan
At the Cherry Creek Team, we love what we do because we believe we are making meaningful differences in people’s lives. Our team is led by Marti Awad, who has 28 years of experience working in capital markets and a background in working as a practicing tax attorney before wealth management. Together, we offer comprehensive financial guidance to address our clients’ financial well-being. We understand that each financial situation is unique, which is why we delve deep and build long-term relationships with our clients. With our comprehensive understanding of taxation, estate planning, financial management, and investment markets, we help our clients pursue their objectives and goals.
Meet Our Team
Awards & Recognition
View All2026
AdvisorHub 250 RIAs to Watch (2026)
AdvisorHub
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Denver, CO
Denver, CO 80206
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
What we’re thinking about
Saving for Education? How to Choose Between a Coverdell ESA & a 529 Plan
Newsroom and Resources
View All23 Wealth Enhancement Advisors Recognized on AdvisorHub’s 2026 Advisors to Watch Rankings
FA Magazine: Marti Awad Featured in “Philanthropy Gets A Year-End Boost From One Big Beautiful Bill Changes”
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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