Amy Bertle

Financial Advisor

CFP^®

CERTIFIED FINANCIAL PLANNER™ professional Amy Bertle is an Allworth advisor in the Denver region. A graduate of the University of Colorado (Operations Management), she later earned a Business and Sports and Sports Operation certification from CU. A resident of the Washington Park area of Denver, in her spare time, Amy likes to fly fish, ski, hike, camp, practice yoga, and play tennis. An avid volunteer, she created her own financial literacy program for high school students, and has also partnered with the financial education nonprofit, Boys Hope, Girls Hope, for several years.

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Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.

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Tax alpha 101: How high-net-worth investors can boost returns by managing taxes effectively

Learn how striving for 'tax alpha' can help you keep more of your wealth by optimizing tax efficiency over time.

Guide 5 Keys to Selecting the Right Financial Advisor

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About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 25,000+ Clients²

years in business $26 Billion AUM⁴

14th Ranked RIA Barron’s¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

Amy Bertle

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About Allworth