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Holistic Wealth Management

Private markets,
thoughtfully
integrated.

Who We Are

An advisory firm focused exclusively on our clients' success.

As an independent, fee-only firm, we empower investors, advisors, and family offices with access to institutional alternative investments alongside bespoke wealth consulting solutions.

  • Fee-only fiduciary advisor. Zero conflicts of interest. 100% Investor Alignment.
  • Institutional discipline at the center of each allocation decision.
  • Seamlessly integrated with your existing professional team.
Bryce Wilson
"

Institutional capabilities. Boutique scale. Complete independence. The result is a client experience that legacy firms cannot replicate.

BRYCE WILSON

Founder & Managing Partner

Who We Serve

Qualified Investors

Direct access to the asset classes that compound long-term wealth. We design portfolios around your capital, fully aligned with your goals, by integrating public and private markets into one cohesive framework that delivers holistic portfolio management and meets your evolving needs.

Family Offices

Outsourced CIO services deliver institutional discipline without the cost of building it in house. We serve as a seamless extension of your investment team, providing expanded access, rigorous diligence, and ongoing oversight across both public and private markets, aligning every allocation with your family's long-term vision.

Financial Advisors

Expand your offering with institutional private market access. We partner with RIAs and wealth managers to deliver an alternatives infrastructure that complements your existing capabilities, so you can continue focusing on your relationships and what you already do best while keeping your brand at the center of the client experience.

How We Work

A disciplined process.
Start to finish.

01

Source & Screen

We review dozens of managers and opportunities each year, applying a disciplined institutional process.

02

Curate

Every position is sized against your total portfolio, liquidity, tax exposure, and existing holdings considered first.

03

Implement & Monitor

We manage capital calls, distributions, liquidity windows, and rebalancing on an ongoing basis.

"Institutional capabilities. Complete independence.
The result is a client experience that legacy firms cannot replicate."

— Accession Partners
Values Aligned Capital

Capital deployed
with intention.

For clients who want their capital to reflect their values, we have cultivated relationships with leading impact fund managers to provide curated access to values‑aligned private investments.

We empower our clients to support causes they believe in while maintaining portfolio diversity and earning industry-leading returns.

Get Started

We take on a limited number
of new relationships each year.

Portfolio Solutions

Every allocation
earns its place.

We take a refined, top-down approach tailored to your individual risk preferences, liquidity requirements, and target returns, delivering unparalleled access across the investable universe.

Public Markets

Equities & Fixed Income

  • Public equity exposure to capture broad market performance
  • Tax-aware direct indexing for public equities
  • Diversification via fixed income specialists
Private Markets

Private Equity

  • Non-correlated equity diversification
  • Direct, secondary, and co-investment structures
  • Secondaries and evergreen structures used to manage J-curve and liquidity
Private Markets

Private Credit

  • Fixed income alternative
  • Senior-secured and asset-backed strategies
  • Income and capital preservation focus
Private Markets

Infrastructure & Real Assets

  • Inflation-protected real assets
  • Tax-advantaged Private REIT, 1031/721 Exchange, Opportunity Zones
  • Income-oriented with long-duration characteristics
Private Markets

Co-Investments & Impact

  • Exclusive co-investments with favorable economics
  • Values-aligned private market exposure
  • Curated direct deal flow
Private Markets

Venture Capital & Hedge Funds

  • Targeted access to select early-stage opportunities
  • Strategies targeting equity alpha and tax-efficient returns
  • Curated access to top managers
Portfolio Construction

Where the standard model
falls short.

Traditional 60/40 A|P Architecture
ReturnsPublic equity returns tied to market.Integrated portfolio. Return drivers that extend beyond public market cycles.
IncomeBonds alone. Yield that moves with rates, adds duration risk, and no longer diversifies.Fixed Income + Private Credit + Real Estate + Infrastructure. Yield that performs across rate environments.
Tax EfficiencyMinimal optimization. Gains driven by market timing, not tax efficiency.Intentional. Direct Indexing, 1031 / 721 Exchanges, Opportunity Zones. Tax optimization built into the structure from day one.
AccessPublic markets only. Misses 90% of revenue-generating companies.Beyond public markets. Curated access to managers across the full alternatives spectrum.
CorrelationHigh. Positions converge during drawdowns — when diversification is needed most.Diversification through structure. Private allocations reduce volatility when public assets converge.
LiquidityDaily but undifferentiated. No pacing, no tier management.Liquidity by design. Every allocation positioned for its purpose — never by default, never by accident.
The Team

Created by investors

Bryce Wilson

Bryce Wilson

Founder · Chief Investment Officer

"I've spent my career allocating capital within institutional portfolios, not simply making recommendations, and that responsibility fundamentally changes how I evaluate every investment."

Bryce leads portfolio construction and investment management, bringing institutional allocation discipline to private client relationships.

Bryce draws on a diverse investment background spanning futures trading, market strategy, securities analysis, and investment diligence, with the majority of his career spent advising on and managing multi‑asset portfolios within an alternative‑investment‑focused family office environment. This experience informs a disciplined, institutionally inspired approach to asset allocation, risk management, and portfolio construction across public and private markets.

His investment philosophy is grounded in thoughtful diversification, deliberate risk control, and alignment with each client's unique objectives, liquidity needs, and long‑term goals. He views alternatives as one component of a broader, integrated advisory framework designed to strengthen and complement client portfolios.

Focus Areas

  • Multi-asset portfolio construction · Private market allocation
  • Risk management and liquidity planning
  • Investment diligence and manager selection

Investment Adviser Representative · State of Colorado · Series 65
B.S., Leeds School of Business, University of Colorado

Peter Speek

Peter Speek

Co-Founder · Strategic Counsel

"I went looking for an advisor who would think about my capital the way I did. I couldn't find one, so we decided to build the firm I wanted to hire."

Peter provides strategic counsel and brings a principal investor's perspective, having spent decades managing and deploying his own capital.

Peter brings decades of leadership experience as a chief executive, producer, director, and investor. Prior to Accession Partners, Peter was Co-Owner and Chief Executive Officer of Warren Miller Ski Films, which he helped grow and ultimately sell to Time Warner.

As an active steward of his own capital, Peter developed a deep appreciation for thoughtful portfolio construction and the role that private and public investments can play together in support of long-term objectives. His vision for Accession Partners is to build an advisory platform that delivers the access, rigor, and guidance he spent decades seeking.

Focus Areas

  • Strategic positioning and firm leadership
  • Principal investment experience across private markets
  • Portfolio construction and long-term capital stewardship

Co-Founder · Strategic Counsel
Former Co-Owner & CEO, Warren Miller Ski Films (sold to Time Warner)

Ethan Reich

Ethan Reich

Associate · Private Markets

"Understanding the system matters more than predicting the outcome."

Ethan focuses on private market investing and early-stage opportunities. He recently completed his studies in finance, accounting, and molecular biology at the University of Colorado Boulder, bringing an interdisciplinary perspective to investment analysis.

Prior to joining Accession Partners, he gained experience with a hedge fund, focusing on market analysis and trading. He initially connected with Bryce through a shared interest in trading and competitive pickleball, which led to his role at the firm. His work today centers on due diligence, fund analysis, and identifying high-conviction opportunities.

Focus Areas

  • Private market due diligence and fund analysis
  • Early-stage and venture investing
  • Investment research and opportunity identification

Associate · Private Markets
B.S., Finance, Accounting & Molecular Biology, University of Colorado Boulder

Connect

Request
Access.

If the timing is right, we would like to hear about your situation. Please share a brief overview of your objectives, and we will follow up with you promptly.

Location

885 Arapahoe Ave, Boulder, CO 80302

Firm Brochure

Form ADV Part 2A & 2B

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