Summit Wealth Strategies
Finance · Colorado, United States · 11-50 Employees
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Overview
Headquarters
425 S Cherry St Ste 840, Denver, Colorad...Phone Number
(303) 954-8141Website
www.gosummitwealth.comRevenue
<$5 MillionIndustry
About Summit Wealth Strategies
Summit Wealth Strategies is a boutique independent financial services firm specializing in comprehensive wealth management and tax strategy. They provide tailored investment and tax strategies to high-net-worth clients, including business owners, to help them achieve their retirement and generational wealth goals. Their services encompass retirement planning, legacy planning, life insurance, and advanced tax strategies. The firm prides itself on delivering objective and transparent advice, making meaningful changes in clients' financial lives.Explore more
Summit Wealth Strategies Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Summit Wealth Strategies
<$5M
11-50
Private
-
2014
SO
Shawn O'KeefeFounder & Managing Director & Chief & Wealth Advisor
Summit Wealth Strategies Tech Stack
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Summit Wealth Strategies is a boutique independent financial services firm specializing in comprehensive wealth management and tax strategy. They provide tailored investment and tax strategies to high-net-worth clients, including business owners, to help them achieve their retirement and generational wealth goals. Their services encompass retiremen... Read More
