Team profile

Our approach

Helping individuals and families organize, manage, and understand their finances is our primary objective. Our experience in comprehensive and customized financial advice can help our clients make critical financial decisions. Together, we can navigate market, tax, and economic implications, as well as determine how they will affect your overall financial plan. We want to help all our clients feel confident that they can pursue their passions and live life on their terms - today and in the future.

Areas of focus

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

Awards & recognition

  • KW Capital Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Zoe Whitmore, Forbes Best-in-State Women Wealth Advisors, 2022,2023
  • Zoe Whitmore, Forbes Best-in-State Next-Generation Wealth Advisors, 2022
  • KW Capital Advisors, Ameriprise Client Experience Award, 2021, 2022
  • Zoe Whitmore, Ameriprise Ultimate Digital Excellence Award, 2021
  • 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