What a year it's been at Andstead Advisors! As 2026 comes to a close, we're taking a moment to reflect on some of the milestones, memorable moments, and connections that made this year special.
From introducing our new name to gathering with clients and participating in industry events, it's been a year of exciting changes and new opportunities. Here's a look back at a few highlights and what we've been up to this quarter!
A Year of New Beginnings
Perhaps our biggest milestone of 2026 was officially becoming Andstead Advisors in June. After years as American Portfolios Denver, we introduced a new name and identity that better reflects our values, our relationships, and the direction of our firm.
The transition was an exciting step forward, and we're incredibly grateful for the encouragement and support we received from our clients along the way. While our name and look may be different, the foundation of our firm remains unchanged: thoughtful financial guidance, personal relationships, and a commitment to being there when you need us.
Making Memories Beyond the Office
One of our favorite parts of the year was having the opportunity to spend time with clients outside our regular meetings.
In April, we hosted a Masters Watch Party and Virtual Golf Experience at the Hangar Club, bringing clients and friends together for an afternoon of golf, food, and conversation while enjoying the tournament.
Over the summer, we continued the fun with our Client Appreciation Night at Coors Field, where we cheered on the Colorado Rockies and enjoyed a beautiful evening at the ballpark. And we're not quite done celebrating! We're looking forward to hosting a Pre-Holiday Happy Hour on November 19th, bringing clients and friends together for a chance to catch up before the busy holiday season begins.
We're thankful to everyone who joined us throughout the year. These events are always a highlight for our team, and we're excited to create even more opportunities to connect in 2027!
Kris Speaks at Osaic ConnectED
This November, Kris traveled to Atlanta for Osaic ConnectED 2026, an industry conference bringing together financial professionals from across the country.
Kris participated as a speaker in a breakout session titled "The Hardest Promotion is the One You Give Yourself," alongside fellow industry professionals. The discussion focused on professional growth and productivity, offering an opportunity to share experiences and insights with other advisors.
We're proud of Kris's continued involvement in the financial planning community and his commitment to sharing knowledge and contributing to the profession.
Looking Ahead to 2027
As we look toward the new year, we're excited about what's ahead for Andstead Advisors. We're continuing to find new ways to connect with our clients, strengthen our services, and build on the relationships that make our firm what it is today.
We're especially looking forward to introducing quarterly happy hours in 2027, along with additional client appreciation events throughout the year. Be sure to visit our new Events page to see what's coming up!
Thank You for Being Part of Our Year
Above all, we're grateful for you. Whether you've been part of our firm for decades or joined us more recently, we appreciate the trust you've placed in our team.
Thank you for being part of an exciting year of growth and change. From all of us at Andstead Advisors, we wish you and your family a wonderful holiday season and a happy New Year!