Higgins & Schmidt Wealth Strategies LLC
Higgins & Schmidt Wealth Strategies LLC is a Denver, Colorado-based investment adviser and financial management firm founded in Colorado. The firm provides personalized, tax-efficient financial planning, retirement income strategies, and investment management services, serving individuals, families, and business owners primarily in the Colorado region. Managing partners Steven Higgins and Allie Schmidt offer comprehensive financial guidance. The firm reported approximately $215 million in assets under management and is recognized for client-centered service in wealth planning and portfolio management.
Investment Strategy
Higgins & Schmidt Wealth Strategies LLC focuses on personalized, tax-smart investment solutions, legacy retirement planning, and financial management tailored to each client’s goals. Their approach emphasizes diversification through public equity ETFs, retirement income planning, and proactive adjustment to market conditions. The investment strategy is designed to grow and protect capital over time, integrating comprehensive financial planning with disciplined portfolio management grounded in client relations and trust.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 16.97% | $33.6M | 321,485 | $70.62 | $104.51 | +$2.3M |
S SPYV | SPDR SERIES TRUST | 16.44% | $32.5M | 588,198 | $49.70 | $55.33 | +$3.0M |
S SPDW | SPDR INDEX SHS FDS | 14.30% | $28.3M | 661,477 | $34.35 | $42.79 | +$1.5M |
S SPMD | SPDR SERIES TRUST | 6.02% | $11.9M | 208,472 | $49.43 | $57.19 | +$846.4K |
A AVEM | AMERICAN CENTY ETF TR | 5.06% | $10.0M | 133,381 | $59.38 | $75.11 | +$1.1M |