Legal
Disclosures
How we’re registered, how we’re paid, and how we handle your information.
Registration
Ostrand Wealth & Tax, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Our tax preparation services are provided by credentialed CPAs and Enrolled Agents employed by the firm. You can look up our registration and any disciplinary history at adviserinfo.sec.gov.
Our documents
These documents describe our services, fees, conflicts of interest and the people who advise you. We’ll send current copies free of charge on request.
Form CRS (Client Relationship Summary)
A short summary of our services, fees and conflicts. Start here.
Form ADV Part 2A (Firm Brochure)
Our full services, fees, investment approach and conflicts.
Form ADV Part 2B (Brochure Supplement)
Background and qualifications of the advisors who serve you.
Privacy Notice
How we collect, use and protect your information.
Privacy notice
We collect the information you give us, such as your name, contact details, income, account and tax information, to provide our services. We don’t sell your information, and we share it only with the custodian that holds your accounts, service providers bound by confidentiality, or when the law requires it.
Information you send through this website’s forms is used only to reply to you. This site uses basic analytics to understand how pages are used; it doesn’t use advertising trackers.
To ask what we hold about you or to correct it, email privacy@ostrandwealth.com or call (303) 555-0142.
Testimonials, ratings and awards
Testimonials on this site are from current clients. Each one states, next to the quote, whether the client received anything for it. Testimonials may not represent the experience of other clients and don’t guarantee future service or results. Awards and ratings show who granted them, when, and whether any fee was paid.
Terms of use
Content on this site is general information, not tax, legal or investment advice for your situation. Past performance does not guarantee future results, and all investing involves risk, including loss of principal. Tax rules change; articles reflect the rules as of their publication date. Links to other sites are provided for convenience; we don’t control or endorse their content.
Accessibility
We want this site to work for everyone. If something is hard to read or use, tell us at hello@ostrandwealth.com and we’ll send the information in another format.
Visit, call or log in
Denver
1450 Larimer Street, Suite 800, Denver, CO 80202
Call
Mon–Fri, 8:30–5:30 MT. Extended hours Feb 1 – Apr 15.
The quarterly tax letter
Four emails a year: what changed, what’s due, what to decide. No sales.
Ostrand Wealth & Tax, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.
Nothing on this site is tax, legal or investment advice for your situation. Talk to us, or to your own advisor, before acting on it.
© 2026 Ostrand Wealth & Tax, LLC