BenchWealth
Steve M Moats
Wealth Management Advisor|MBA, M.S.
In the game of life, we're exactly who you want on your bench.
Our Difference
We can help you rise above the rest.
We specialize in the kind of tax strategies, distribution, and business planning you need. That can mean more wealth sustained, and no surprise liabilities at the eleventh hour.
And that means enjoying more family adventures, skiing trips, passion projects, and successes throughout your lifetime, not just in your prime.
Our values set us apart.
Our values guide and drive our work together. They are deeply meaningful for our team and the people we serve.
Why Choose BenchWealth?
Much like life, business is a progression. BenchWealth is the actualization of the vision we’ve always had for our firm: to build a team and wealth planning experience that enables all our clients and their future generations to have financial freedom throughout their life and legacy.
Our team is privileged to celebrate your wins with you and cheer you on from the sidelines to aim even higher. We want you and your family (and their family) to have the financial freedom and choice that responsive, proactive, and forward-thinking wealth management provides. And we feel BenchWealthis the embodiment of this promise to our clients.
Client Testimonial
We have been working with Steve Moats and the BenchWealth team members over the last seven years, and we are very grateful to have them as our financial team. Steve takes the time to analyze our accounts, set quarterly reviews with us, and make recommendations for short- and long-term gains. Even during a pandemic and tough economic times, the diverse and comprehensive financial plan we built with Steve provides us with enough protection to weather the trends. We would not trust our assets with anyone else!
Client Testimonial
Steve has been my advisor since 2008. Steve continues to challenge me to think outside of the box while playing to the strengths or weaknesses of the current economy and market. My strategies and risk tolerances have changed over the years as I grow. Steve has always had our best interest in mind by presenting us with new investment strategies aligned with current goals. He has never been one to stick our money somewhere and hope for the best. Steve has done a fantastic job managing our expectations, being available for consultation, and always willing to meet for an in-person conversation. The team he has put together matches his dedication, drive, and personalization in managing our strategies. We are extremely excited about the creation of BenchWeath, which we feel will open up even more new opportunities while planning for our long-term savings and retirement goals.
Causes We Care About
We are active in our communities and strive to make an impact both in and outside the office. Here are some of the causes we actively sponsor, support, and care deeply about.
Higher Education & Athletics - We firmly believe that all sports can be enormously impactful character-builders for young adults. They teach young players time management, fortitude, communication, and other essential life and career skills.
- University of Denver Athletics- BenchWealth is the official corporate sponsor of nine-time national champions, the Denver Pioneers hockey team. Join us for game!
- University of Denver Graduate Programs- Steve is a Board Member of the DU Graduate School of Professional Psychology. During his collegiate athletics and professional sports management career, Steve became deeply interested and immersed in sports psychology.
- Miami University of Ohio - Steve and his family actively support and lend fundraising efforts to Miami of Ohio’s Athletic Fund, as part of their Red & White Club.
Cancer Research - After losing his mother to cancer at age 63, funding and supporting cancer research has become a key priority for Steve’s family and firm. Steve is a committee member of the Generations Cancer Foundation, raising sponsorship and community dollars for the University of Colorado Cancer Research Center.
Community Building with Habitat for Humanity - Affordable housing is critical in strong and stable communities. Everyone deserves a safe roof over their head. Steve’s current goal with Habitat for Humanity is to finance building materials for 100 safe roofs over the next three years for families in need.
Military & First Responders – Steve and his family actively support and lend fundraising efforts to the Tunnel to Towers Foundation. This foundation honors the sacrifice of firefighter Stephen Siller, who gave his life to save others on September 11, 2001. They also honor our military and first responders who continue sacrificing life and limb for our country. They have raised $250 million and counting in support of these heroes and their families.
Client Testimonial
In selecting Northwestern Mutual and BenchWealth, we wanted an organization that had been around for a long time, was stable, and offered money managers to partner with us throughout our careers and life choices. We've found that mix with Steve and the BenchWealth team, guiding us through building up our and our kids’ future.