Summit Wealth Strategies
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About
Summit Wealth Strategies provides ongoing portfolio management and financial planning primarily to individual clients, including high‑net‑worth individuals, and to corporate or business clients. The firm delivers both discretionary and non‑discretionary portfolio services and documents client objectives and constraints in individualized Investment Policy Statements.
The firm combines active and long‑term trading strategies and uses a range of analytical approaches — charting, fundamental, technical, cyclical, quantitative analysis, and modern portfolio theory — to construct diversified portfolios across mutual funds, ETFs, fixed income, real estate funds, equities, and insurance products. It may also engage third‑party advisers to manage all or portions of client assets and seeks to document client‑imposed restrictions and risk tolerances in writing.
Noteworthy characteristics include a monthly video newsletter provided to clients using its advisory services and formal arrangements to refer clients to other advisers that involve negotiated fee‑sharing and referral compensation, which the firm discloses and monitors. The firm’s principal is also a licensed insurance agent who may recommend insurance and annuity products in an outside capacity, a relationship the firm identifies as a potential conflict and addresses through disclosure and periodic review; the advisory operation is run by a very small team with a single management reviewer overseeing accounts.
Client services
Expertise
Fee options
$1,000,000 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001+: 0.80%
Account minimum: $1,000,000 (may be waived at firm's discretion)
Main office
425 S Cherry St, Suite 840
Denver CO 80246
Advisors at this office
2
Most active in
Colorado · Minnesota · Wyoming
Also doing business as
Summit Wealth Asset Management · Summit Wealth Asset Management LLC · Summit Wealth Strategies
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Shawn O
Series 63, Series 65, Series 66
Denver, CO
Summit Wealth Strategies
Shawn O'Keefe is a financial advisor at Summit Wealth Strategies in Denver, CO, holding Series 63, 65, and 66 licenses with 32 years of industry experience. His career includes roles at Impact Partnership Wealth, Resources Investment Advisors, and Equitable Advisors. He is also involved in developing marketing strategies for financial advisors and owns Summit Wealth Marketing Co. Summit Wealth Strategies provides ongoing portfolio management and financial planning primarily to individual and corporate clients. The firm employs a combination of active and long-term trading strategies using various analytical methods to construct diversified portfolios and documents client objectives through individualized Investment Policy Statements.
Mckenna B
Series 65
Denver, CO
Summit Wealth Strategies
Mckenna Bolger is a financial advisor at Summit Wealth Strategies in Denver, CO, holding a Series 65 designation with three years of industry experience. Prior to joining the firm, Bolger worked at Whole Foods Market and previously held a position at Tasty Harmony. Summit Wealth Strategies provides ongoing portfolio management and financial planning primarily for individual and corporate clients. The firm combines multiple analytical approaches with active and long-term trading strategies to build diversified portfolios tailored to client objectives.
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