Ben Batiste
Helping people find the money they are losing unknowingly and unnecessarily
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Serving Clients Nationwide
Helping people find the money they are losing unknowingly and unnecessarily
Areas of Focus
- Business Owners
- Education Tax Planning
- Estate Planning
- Financial Planning
- High Net Worth
- Investment Management
- Legacy Planning
- Retirement Income Planning
- Retirement Planning
- Roth Conversion Strategies
- Taxes
About Ben Batiste
Hi, I'm Ben Batiste. I founded Crestmark Wealth Group to provide a more coordinated and straightforward approach to financial planning. My background includes service in both the U.S. Marines and the U.S. Army, where discipline, preparation, and strategic thinking were essential. Those principles now shape my approach to wealth planning.I work with high-net-worth individuals, families, business owners, and military professionals who have complicated financial lives and need everything brought together into one clear strategy. My work spans coordinated financial planning, investment management, tax strategy, and estate guidance, because true financial clarity requires all of these pieces working together, not in silos.
Many successful professionals have complicated financial lives. I bring everything together into one clear strategy so you can focus on what matters most. Whether you are an entrepreneur navigating taxes, income planning, and long-term wealth strategies, a family who wants coordinated planning across investments, taxes, and estate strategies, or a disciplined individual preparing for long-term financial security, my goal is the same: to design a strategy that integrates investments, tax planning, and long-term planning, then put that plan into motion with ongoing oversight — adjusting as your life, goals, and market conditions change.
As a veteran, I bring the same discipline and mission-focused mindset to every client relationship that I carried through my years of military service. You will always have a valued advisor to guide decisions as life evolves.
Affiliations
- National Association of Insurance and Financial Advisors
Primary Location
2679 West Main Street Suite 253, Littleton, CO 80120
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Annual Retainer
- Flat Fee
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the Schedule an Introduction button above to schedule a complimentary introductory meeting. During our first conversation, I will take time to learn about your finances, goals, and priorities — so I can fully understand your financial picture before making any recommendations. From there, I will walk you through how Crestmark's coordinated approach to planning might apply to your specific situation and answer any questions you have about working together.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Crestmark Wealth Group
Most families don't lose money in the market. They lose it quietly, in the gaps between their taxes, their accounts, and their plan. We help you find it, keep it, and put it to work.Crestmark Wealth Group provides coordinated financial planning, investment management, tax strategy, and estate guidance for high-net-worth individuals, families, business owners, and military families.
We believe that many successful professionals have complicated financial lives — and we bring everything together into one clear strategy so our clients can focus on what matters most. Our process is built around three steps: we learn about your finances, goals, and priorities; we design a strategy that integrates investments, tax planning, and long-term planning; and we put your plan into motion with ongoing oversight, adjusting as your life, goals, and market conditions change.
Crestmark Wealth Group is a veteran-owned business based in Parker, Colorado. Our strategic wealth guidance is focused on tax efficiency — helping clients reduce tax exposure and preserve long-term wealth through transparent, data-driven guidance tailored to their financial goals. We coordinate with accounting professionals and estate attorneys to ensure every dimension of your financial life is properly structured and aligned.
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Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 800-873-7637, [www.htk.com](http://www.htk.com/). Any other business entity or name that your financial professional markets their securities and advisory services under is not affiliated with HTK. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. We are insurance and securities licensed in our resident state of Colorado, as well as other states. Please contact us for additional listing of licensed states. This is not an offer or solicitation in any state where not properly licensed or registered. CA Insurance #4392569
Hobbies and Interests
- Bowling
- Camping
- Cooking
- Family
- Football
- Motorcycling
- Pickleball
- Snowboarding
SEC Lookup
View DisclosureWho We Serve
- Airline Pilots
- Attorneys
- Baby Boomers
- Blended Family
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Federal Law Enforcement
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Government Employees
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
- Military
- Newly Engaged / Newlywed
- Non-Traditional Clients
- Physician Assistants
- Physicians
- Real Estate Investors
- Technology Professionals
- Veterans
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FAQs
FAQ Disclosures
The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.
