Kozak & Tripp is a private asset management firm headquartered in Highlands Ranch, Colorado, serving clients across the United States. The firm helps individuals and families work toward their financial futures by offering guidance tailored to their distinct goals and circumstances. Its areas of focus include retirement, estate planning, investments, insurance, taxes, money management, and lifestyle considerations.

Kozak & Tripp emphasizes financial empowerment and client education, encouraging clients to take an active role in defining, measuring, and pursuing their objectives. The firm describes its process as comprehensive, clearly defined, and measurable, while aiming to make financial planning easier to understand. Its approach is intended to provide perspective and help clients navigate challenges along the way.

Clients can also access a personal website and vault to keep relevant information and tools close at hand. The firm provides educational resources, including tax information, a glossary, articles, videos, and calculators. Kozak & Tripp presents its role as a guide, helping clients connect financial strategies and recommendations with the outcomes that matter to them.