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    Schutte Financial

    5.0 (10 reviews)
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    Services - Schutte Financial

    Investment management

    Inheritance planning

    Retirement planning

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    Recommended Reviews - Schutte Financial

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    4 years ago

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    Dan S.

    Thank you, Nicole!

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    2 years ago

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    Dan S.

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    3 years ago

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    Dan S.

    Thank you, Ashton!

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    7 years ago

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    Dan S.

    Thank you, Doctor!

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    6 years ago

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    Dan S.

    Thank you, Theresa!

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    6 years ago

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    Dan S.

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    7 years ago

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    Dan S.

    Thank you, Doctor!

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    8 years ago

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    Dan S.

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    9 years ago

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    Dan S.

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    8 years ago

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    Dan S.

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    Ask the Community - Schutte Financial

    Review Highlights - Schutte Financial

    . We have been incredibly grateful for Dan and look forward to many years of making our money work for us.

    Mentioned in 8 reviews

    Read more highlights

    Wealth Engineers - Jonathan Duong, CFA, CFP®

    Wealth Engineers

    (5 reviews)

    CBD, Northwest

    I highly recommend Jonathan. The fact that he is a fiduciary was an attractive aspect for my wife…read moreand I. I believe that Jonathan takes that title extremely serious and he is truly looking out for the best for our family. I can really tell that Jonathan's advice and guidance is really tailored to us as a couple and our goals. He really takes the time to educate both my wife and I about all the recommendations or options that we ask him about. He wants to make sure that we understand what we are basing our decision off of, instead of just saying "listen to me, I know what's best for you". He is extremely bright and has a great wealth of knowledge. I have talked to other financial people and Jonathan is definitely one of the most knowledgeable I have ever met. I, myself, was a business major in college and know that Jonathan is a very well-educated and knowledgeable person in the finance realm. He has helped a great deal in our future planning. We are a young couple and while I know some about finance, it is sometimes overwhelming thinking about saving for retirement, kids, house, and the future etc. Jonathan has helped us sort through these significant (future) events and really takes a "backwards" approach in that he looks at what our goals are in life, and then helps us develop a plan to get there. He definitely tailors to our needs and sets up a couple tasks to do each time we have a meeting. We are currently setting up retirement accounts, and insurance to ensure that we are covered and our family is taken care of in case of an unfortunate event and Jonathan is helping us every step of the way. There are many times I've contacted him to ask him questions about my health insurance, life insurance, 401k stuff and he is extremely prompt in responding. I have asked Jonathan about some investment advice and he was more than happy to provide suggestions. Also, he never pressures you to do anything you do not feel comfortable with. He offers suggestions and things to think about but really lets you call the shots with his help. You can literally ask him about anything, and he provides a careful and well-thought out response. I know that sometimes I've asked financial people about certain investments, and they provide very hasty and impulsive advice - sometimes they provide a "one-way" solution. However, I have found that Jonathan always refers back to our goals and ensures that whatever decision we are making align with what we want in life. He places the options in front of you, provides the pros/cons through his research and provides recommendations based on our needs and wants. Jonathan has added so much value by helping us organize our life, make financial decisions, help us save money, and so much more. Lastly, I think one of the greatest things I have noticed about him is that he truly enjoys what he does and genuinely wants to help us get things organized so that we are set up for our future.

    Jonathan has been advising me for a little over two years now. He has a very logical and clear…read moreapproach to personal finance. I enjoy working with him because he guides down a path that we choose together and gives me the information that I need to get comfortable with the choices that I am making. I highly recommend using his services.

    The Schlichter Team - The Schlichter Team at Compass Denver: David Schlichter, Tom Pitzer, Jen Widler, and Lauren Waters.

    The Schlichter Team

    (139 reviews)

    Cherry Creek, Southeast

    First-time homebuyer here. Working with Jen was a genuinely good experience. She struck the perfect…read morebalance between being helpful and giving us space to make our own decisions. At no point did we feel pushed or rushed--she provided clear information, answered our questions, and trusted us to take the time we needed to decide what was right for us. She was also accommodating with showings, often making herself available at awkward or last-minute times so we could see homes when opportunities came up. In a competitive market, that flexibility made a big difference. She guided us through the entire buying process keeping everything organized and moving forward while making sure we understood what was happening at each step. Overall, she was professional, knowledgeable, responsive, and easy to work with. We felt supported the entire time and would recommend her to anyone looking to buy a home.

    Jen and team helped me buy a new home. I'd found a home I wanted to tour and was looking for an…read moreagent. I think it was an unusual scenario, but from finding the home on Zillow, to the sellers accepting the offer was about 4 days. There is no way I could have made that happen without Jen and team. When things moved fast, they moved fast and made it possible for me to take advantage of the opportunity. All along the way Jen made sure I had the information I needed and answered any questions I had. They also have dedicated staff coordinating a lot of the paperwork. It was super having Aramis providing a calendar of the close process, reminders, and updates.

    Jeff Plous - Hatch Realty

    Jeff Plous - Hatch Realty

    (83 reviews)

    Capitol Hill, Southwest

    When it comes to real estate, Jeff Plous and his team at Hatch Realty are exactly who you want…read morerepresenting you. Five years ago, Jeff helped us purchase our home in the West Highlands neighborhood of Denver. While that home remains fantastic, it no longer fits our growing family. Jeff helped us find our new home in the Central Park neighborhood on the east side of town. He once again found EXACTLY what we were looking for at EXACTLY the price we were hoping for. Jeff attended to every detail with calm poise. He was a skilled advocate, a master educator, and guardian over the process. While we believe this new house is our forever home, if ever we decide to buy or sell again, the first call will undoubtedly be to Jeff.

    We couldn't be happier with our experience working with Jeff and his team. From our first meeting,…read morehe provided invaluable guidance on which upgrades would maximize our home's value, and their recommendations proved to be spot-on. Their deep knowledge of real estate nuances and the Denver market was evident throughout the entire process. They understood exactly what buyers in our area were looking for and how to position our home competitively. This expertise gave us confidence they were a great partner for selling out home. Jeff and his team were extremely communicative and responsive throughout the process - always available to answer questions and kept us informed every step of the way. Their professionalism and expertise made the process very smooth If you're looking for a realtor who truly goes above and beyond, I highly recommend Jeff and the team at Hatch. They're knowledgeable, attentive, and genuinely invested in getting the best results for their clients.

    Schutte Financial - investing - Updated August 2026

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