Broker Check

What is our affiliation with Lincoln Financial Advisors?

Client Centered

Our relationship with Lincoln Financial does not change. More importantly, our relationship with all of our participants in the UT System does not change. Denali Wealth Management was designed to provide additional financial planning services to clients who desire to take a deeper dive into their retirement planning. With this comes the tools and resources of a large company in Lincoln Financial as well as a personal relationship with a small team in Denali Wealth Management.