Rachel McGuire serves as a Partner, Senior Wealth Advisor at Crusonia Wealth, where she provides comprehensive financial planning and investment management services to help clients attain their long-term goals.
Rachel’s approach to client relationships is grounded in care and authenticity, believing that meaningful financial guidance stems from truly understanding each client’s unique circumstances and aspirations. She combines her extensive knowledge and experience with genuine personal attention, ensuring that every client feels heard, valued, and confident in their financial journey.
Prior to joining Crusonia Wealth, Rachel was a Senior Financial Advisor at Private Capital Management since 2019. Before becoming an advisor, Rachel was the Director of the investment team at The Milestone Group and worked with Oxford Financial Group in the mid-west, where she was responsible for portfolio implementation and client service management.
Rachel graduated magna cum laude from the University of Evansville with a Bachelor of Science in Finance. She is a Certified Financial Planner™ professional and holds the Chartered Financial Analyst®, CFA® designation. Rachel is also a member of the CFA Society of Colorado.
Beyond her professional accomplishments, Rachel is deeply committed to her community. She serves as Treasurer of CherryArts and participates in the Metropolitan Chorus Festival each summer. Originally from Indiana, Rachel is an active member of the LoDo community and enjoys exploring the restaurants, museums, and performance art experiences that downtown Denver has to offer.
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