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Sharkey Howes & Javer
Founded in 1990 by Lawrence E. Howes and Joel D. Javer, Sharkey Howes & Javer established its practice in Denver, Colorado, as an integrated wealth...
Sharkey Howes & Javer
Founded in 1990 by Lawrence E. Howes and Joel D. Javer, Sharkey Howes & Javer established its practice in Denver, Colorado, as an integrated wealth management and registered investment advisory firm. The principals built the business around long-term financial planning relationships, serving individuals, businesses, trustees, and pension plans through a combination of investment advisory, tax planning, estate planning, and insurance services. The firm's investment approach centers on individualized portfolio management rather than pooled fund vehicles. It advises on asset allocation across public equities, fixed income, and insurance-based strategies, with financial planning serving as the entry point for most client relationships. Sharkey Howes & Javer does not operate proprietary funds or pursue institutional separate account mandates at scale; its model is built around direct advisory relationships with high-net-worth families and small institutional trustees. The geographic concentration remains the Mountain West, with the Denver metro area as the core client base. The firm maintains a lean partnership structure, with no disclosed external capital, acquisition activity, or multi-office expansion. As of 2025, no public record exists of team size, total regulatory assets under management, or formal succession planning. The firm's Form ADV filings with the SEC reflect its posture as a boutique advisory practice rather than a growth-oriented wealth platform. Lawrence Howes and Joel Javer remain the named principals, with no public announcements of next-generation leadership transitions. Sharkey Howes & Javer's structural differentiator is its durability as a founder-operated partnership in an industry increasingly dominated by consolidators and private-equity-backed roll-ups. The firm has remained independent for over three decades, relying on its in-house tax and estate planning capabilities to serve as the connective tissue between investment management and the broader financial lives of its clients. This integrated service model, rather than asset-gathering scale, defines its competitive posture.
General information
Firm type
Bank / Wealth / Trust
Year founded
1990
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Denver
Corporate office
Denver, CO, United States
Principals
Lawrence E. Howes
Co-Founder
Joel D. Javer
Co-Founder
Sector focus
Frequently asked questions
Who makes investment decisions at Sharkey Howes & Javer?
The firm is led by its co-founders, Lawrence E. Howes and Joel D. Javer, who have run the practice since its founding in 1990. The firm does not publicly disclose a dedicated chief investment officer or separate investment committee. Given its size and structure, portfolio decisions are likely made collaboratively by the founding principals in conjunction with client-specific financial plans.
Is Sharkey Howes & Javer a fiduciary?
Yes. Sharkey Howes & Javer operates as a registered investment adviser (RIA), which legally binds the firm to a fiduciary standard when providing investment advice to its clients. This means it must place client interests ahead of its own.
Does the firm manage proprietary funds or only provide advisory services?
Sharkey Howes & Javer provides advisory services including portfolio management, but there is no public record of the firm operating proprietary mutual funds, ETFs, or private investment funds. Its model is built around direct client relationships rather than pooled product manufacturing.
What types of clients does Sharkey Howes & Javer typically serve?
The firm advises a mix of high-net-worth individuals, families, businesses, trustees, and pension plans, as disclosed in its regulatory filings. Its concentration is in the Denver metropolitan area and broader Mountain West region.
How does the firm integrate tax and investment planning?
Sharkey Howes & Javer offers tax planning and estate planning in-house, directly alongside its investment advisory services. This structure is designed to allow investment decisions to be made with full visibility into a client's tax and wealth-transfer situation, rather than outsourcing those functions to separate providers.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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