Team profile


KW Capital Advisors

Our Mission at KW Capital Advisors is to provide prudent & unbiased financial advice, giving our clients confidence & greater peace of mind.

Our Value:

We deliver a personalized, high-touch, and detail-oriented experience to our clients, focusing on tax-smart investment & financial planning advice.

We use our proprietary wealth accumulation & retirement income processes, composed of:

  • a prudent, well-diversified investment strategy designed for both growth & risk management
  • goal planning to ensure our clients understand their financial capabilities and help them to realize their dreams
  • tax strategies to keep more money in our clients’ hands
  • estate planning guidance to help our clients live their best life & transfer their wealth to the people & causes they care about most.

This all comes together to instill a sense of long-term confidence for our clients, whether they are preparing for retirement, in transition to retirement, or taking income in retirement.

Our Commitment to our Local & Global Communities:

  • We are a values-driven practice.
  • We work with responsible investors.
  • We believe in being environmental stewards in all that we do.
  • We feel compelled to make a positive impact in our community.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Tax Planning Strategies

Awards & recognition

  • Zoe Whitmore, Forbes Best-in-State Wealth Advisors, 2025
  • KW Capital Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Zoe Whitmore, Forbes Best-in-State Next-Generation Wealth Advisors, 2022, 2023
  • Zoe Whitmore, Forbes Best-in-State Women Wealth Advisors, 2022 - 2024
  • Scott Koplar, Five Star Wealth Manager, 2022, 2023
  • KW Capital Advisors, Ameriprise Client Experience Award, 2021, 2022
  • Zoe Whitmore, Ameriprise Ultimate Digital Excellence Award, 2021, 2023, 2024
  • Zoe Whitmore, Ameriprise Circle of Success, 2021

Community participation

9th Annual Adopt-A-Family Holiday Event
9th Annual Adopt-A-Family Holiday Event

KW Capital hosted our 9th Annual Adopt-A-Family event in December alongside Boulder Valley CPAs. This event has been a huge success over the years, and we look forward to working with our clients, colleagues, family, and friends for many years to come to provide a warm & uplifting holiday for families in need in our community.

2022 Stats:

157 family members received gifts

32 families received a holiday dinner

$1,600 in direct donations to Family Learning Center

Honored to be recognized in Forbes

I’m excited to share that KW Capital Advisors has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.