Financial Advisors
Lakewood, CO
Summit Wealth Group is an independent financial advisory firm in Lakewood serving Colorado clients with comprehensive wealth planning, investment management, and tax strategies. The team combines accounting expertise with financial planning to help clients build and protect their wealth across multiple service areas including retirement planning, estate planning, and tax optimization.
Ideal for: Retirees seeking comprehensive wealth strategies, business owners managing complex tax situations, high-net-worth individuals focused on estate planning, families wanting integrated financial guidance
Service area: Lakewood, Denver metro area, and surrounding Colorado communities
Integrated Accounting & Wealth Services: Combines accounting and financial planning expertise under one firm to provide cohesive tax and investment strategies tailored to each client's situation.
Independent Advisory Approach: As an independent firm, Summit Wealth Group prioritizes client interests without product-based commission pressures, allowing objective financial guidance.
Established Local Presence: Based in Lakewood with deep roots serving Colorado families and business owners for comprehensive financial guidance.
Address: 141 Union Blvd #270, Lakewood, CO 80228
Phone: (303) 645-4679
Website: summitwealthgroup.com
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