Causey Wealth

Our Story

A Legacy of Partnership

Causey Wealth is a fee-only, boutique wealth management firm dedicated to providing personalized guidance and long-term partnership.

Our wealth management practice has served high-net-worth individuals, multigenerational families, business owners, and accomplished professionals for over 30 years. As an SEC-registered investment adviser, we operate under a strict fiduciary standard, delivering transparent, objective advice tailored to each client.

We offer comprehensive services, including financial planning and investment advisory, as well as specialized support in trustee roles and litigation-related matters. Whether you're navigating a liquidity event, preparing for retirement, or structuring your legacy, our seasoned team brings clarity, alignment, and proactive support every step of the way.

Known for our collaborative and hands-on approach, we combine the personalized care of a close-knit advisory team with the sophistication of a multifamily office. Our open-architecture model ensures unbiased access to a wide range of investment opportunities, while our curated network of trusted professionals, including tax advisors, estate attorneys, and M&A specialists, enhances and complements your Causey Wealth advisory team.

Our Promise

Clients value our long-term partnership and personal approach, often saying working with us feels like working with a trusted friend. We'd be honored to earn that trust with you.

What We Do

Our Services

Four core disciplines designed to address the full spectrum of your financial life.

Investment Advisory

Institutional quality investment strategies rooted in purpose.

Financial Planning

Planning guided by your values, priorities, and goals.

Trustee Services

Trustee support focused on preserving your legacy.

Litigation Support

Financial insight that strengthens legal strategy.

Our People

Our Team

Decades of experience and a hands-on, collaborative approach to guiding clients through complex financial decisions.

Nathanael Koch

Managing Principal & CCO

Managing Principal

Nathanael Koch joined our Wealth Management practice in 2007 and became a Principal shortly thereafter. With over twenty-five years of financial planning and investment advisory experience, he specializes in advising high-net-worth individuals who rely on their portfolios to deliver a steady and predictable stream of income.

As Chief Compliance Officer and a member of the firm's Investment Committee, Nathanael plays a key role in the firm's regulatory oversight and investment strategy governance.

Nathanael earned an MBA with a concentration in Finance and Investment Management from the University of Colorado Denver, and a Bachelor of Arts in Political Science from the University of Colorado Boulder.

Nathanael lives in Parker, Colorado with his wife Rachel and their two sons. They spend every chance they can outdoors, boating, hiking, and climbing 14ers. When not in Colorado, they're often traveling to visit family and exploring new parts of the world.

Nathanael is an investment adviser representative of Causey Wealth LLC.

Robb Stone

Managing Principal & Co-CIO

Robb Stone joined our Wealth Management practice in 2013 and became a Principal in 2015. Prior to that, he spent fourteen years as a Director at Credit Suisse, where he advised institutional clients and built deep expertise in global markets and asset allocation.

As Managing Principal and Co-Chief Investment Officer, Robb chairs the firm's Investment Committee and plays a key role in shaping overall investment strategy. With over 25 years of experience, he is dedicated to advising high-net-worth families and institutional clients, emphasizing long-term relationships, strategic planning, and customized solutions.

Robb holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Denver.

Outside of work, Robb enjoys golfing, skiing, and spending time outdoors with his wife and two daughters.

Robb is an investment adviser representative of Causey Wealth LLC.

Stephen Warren

Director of Investments & Co-CIO

Director of Investments

Stephen Warren joined our Wealth Management practice in 2018 after beginning his career in public finance and consulting. During that time, he worked closely with top financial institutions, gaining experience across a broad range of fixed income transactions.

As Director of Investments & Co-Chief Investment Officer, and a member of the firm's Investment Committee, he provides firm-wide investment oversight and helps guide the strategic and tactical management of client portfolios. He also plays a central role in refining the firm's investment philosophy and overseeing key research initiatives.

Stephen earned a Bachelor of Arts in Business Administration with a Finance major from Washington State University.

Based in Seattle, WA, Stephen enjoys an active lifestyle and makes the most of all the Pacific Northwest has to offer. He spends his free time on the golf course, playing basketball with friends, or enjoying the outdoors with his family along the Puget Sound.

Stephen is an investment adviser representative of Causey Wealth LLC.

Tomi Germar

Director of Client Services

Tomi Germar joined our Wealth Management practice in 2007 and was promoted to Client Services Manager in 2016. In 2024, she advanced to her current role as Director of Client Services.

Tomi serves as the primary point of contact for all Wealth Management clients. She works closely with clients, financial services companies, CPAs, and attorneys to ensure client accounts are aligned with liquidity needs, tax considerations, and long-term planning objectives. Her expertise includes portfolio performance reporting, tax planning, and relationship management.

Tomi earned a Bachelor of Arts in Business Administration with an emphasis in Accounting from Coastal Carolina University.

Tim Itin, CFA

Regional Director | Mountain West

Regional Director

Tim Itin joined Causey Wealth LLC in 2025. He brings over thirty-five years of financial experience, most recently twelve years at Northside Capital where he was on the Investment Committee, handled portfolio management, asset allocation and client relationships.

As Regional Director, Mountain West and a member of Causey Wealth's Investment Committee, Tim helps shape overall investment strategy while advising high-net-worth families, family foundations, and institutions. He emphasizes long-term relationships, asset allocation, risk management, generational wealth planning, strategic planning, and custom solutions.

Tim graduated from Dartmouth College with a Bachelor of Arts degree in Economics. He was ski team Captain and three-time NCAA All American. He holds the Chartered Financial Analyst (CFA) designation.

Outside of work, Tim enjoys wildlife photography, skiing, wing-foiling, and many other mountain sports that he and his wife enjoy near their home in Colorado's Roaring Fork Valley.

Tim is an investment adviser representative of Causey Wealth LLC.

Stephanie Brubaker

Financial Planning Manager

Stephanie Brubaker joined our Wealth Management practice in 2015 and now serves as Financial Planning Manager. She leads the firm's efforts in providing comprehensive financial planning services to high-net-worth individuals and families. Her experience spans financial plan development, investment performance reporting, and a variety of day-to-day client service needs.

Stephanie works closely with our Investment Adviser Representatives and clients to ensure the planning process is both thorough and highly personalized. She helps drive the team's planning standards and oversees the consistent delivery of a seamless, responsive client experience.

Stephanie earned a Bachelor of Arts in Business Administration in Economics with an emphasis in Communications from the University of Illinois Urbana-Champaign.

A Chicago native, Stephanie now calls Colorado home. She enjoys everything the state has to offer, from skiing and hiking to camping under the stars. A lifelong Chicago sports fan (Go Bears), she and her husband now spend most of their free time keeping up with their young daughters.

Andres Almeida

Senior Analyst

Andres Almeida joined our Wealth Management practice in 2022 and has been with the firm since the start of his career.

He plays a key role in investment operations, ensuring the accuracy and efficiency of portfolio administration, trading, and account maintenance processes. His work supports the daily execution of client strategies and helps maintain a strong operational foundation for the practice.

Andres also contributes to the team's investment research and portfolio monitoring efforts. He is known for his reliability, attention to detail, and dedication to delivering high-quality support across all facets of the client experience.

Andres earned a Bachelor of Arts in Business Administration with a major in Finance from Western Colorado University, where he attended on a full scholarship.

Originally from rural Colorado, Andres brings a grounded and dependable presence to the team. Outside of work, he enjoys exploring the outdoors, staying active, and spending time with friends and family.

Who We Serve

Our Clients

We work with a select group of clients who value long-term partnership, objective advice, and hands-on guidance.

High-Net-Worth Individuals & Families

Including those actively building wealth and those focused on preservation, transfer, and legacy planning.

Business Owners

Navigating liquidity events, succession strategies, and integration of personal and business financial planning.

Highly Compensated Professionals

Navigating equity awards and other forms of long-term compensation as part of a broader financial strategy.

Individuals Navigating Life Transitions

Guiding individuals through pivotal financial moments including divorce, business sales, inheritance, retirement, career changes, and the loss of a spouse or partner.

Attorneys & Legal Professionals

Relying on our expert analysis and testimony in financial litigation and complex settlement matters.

Institutional Clients

Supported through customized consulting engagements, often in coordination with investment committees and other fiduciaries.

Fee Structure

As a fee-only fiduciary, we provide transparent pricing and objective guidance, free from commissions, product sales, or third-party incentives.

Our compensation structure is designed to align solely with our clients' best interests, reinforcing the trust and accountability that define a fiduciary standard of care.

We offer financial planning for a one-time, flat fee, no hidden costs, no surprises. Just clear, transparent pricing from the start.

Before we begin, you'll receive a detailed Financial Planning Agreement outlining the scope of services and associated fee. This agreement ensures clarity, alignment, and a shared understanding of our work together. It must be reviewed and signed before any planning services commence.

For ongoing investment advisory clients, continuous updates to your financial plan are included as part of our advisory relationship, at no additional cost.

Our investment advisory fee is based on a percentage of assets under management. For our specific fee tier schedule, please see our We generally recommend a minimum of $2.0 million in investable assets for new client relationships. However, this minimum may be flexible depending on your unique circumstances.

Before we begin managing assets, you'll receive an Investment Advisory Agreement detailing the scope of our engagement, our responsibilities, and a clear breakdown of fees, ensuring full transparency and mutual understanding.

For Trustee Services and Litigation Support, our fees are tailored to the specific scope and complexity of each engagement. We offer flexible, customized pricing structures to align with your unique needs.

Please contact us directly to discuss your situation and receive a personalized proposal.

Ready to take control of your financial future?

Explore how our financial planning and investment advisory services can help you achieve your goals, or learn how our trustee services and litigation support provide solutions in complex financial situations.

To request a discovery call with one of our Principals or Directors:

(303) 672-9876

info@causeywealth.com