A complete list of active advisors currently associated with Summit Wealth Strategies
Warmer can help you find a great advisor at Summit Wealth Strategies or one who fits your needs even better.
Summit Wealth Strategies provides ongoing portfolio management and financial planning to individuals, high‑net‑worth individuals, and business entities, creating individualized Investment Policy Statements and monitoring accounts on a regular basis. The firm reports approximately $51.2 million in discretionary assets under management and offers both discretionary and non‑discretionary advisory arrangements. The firm combines active and long‑term trading approaches and applies a range of analytical techniques — including fundamental, technical, charting, cyclical, quantitative analysis, and modern portfolio theory — to construct diversified portfolios using mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income, REITs and annuity products. It may delegate management of all or a portion of client assets to third‑party advisers and documents client risk tolerances and restrictions in the Investment Policy Statement to guide trading decisions. Compared with many peers, the firm maintains formal affiliations with other investment advisers and discloses that it receives negotiated fee sharing when directing clients to third‑party managers, and it also conducts an affiliated insurance business with licensed insurance sales — conflicts the firm says it addresses through disclosure and internal policies. The firm additionally produces a monthly video newsletter for clients using its portfolio management services, discloses receipt of referral compensation, and reports that the principal spends time on outside business activities, including an affiliated marketing entity.
To learn more about the advisors currently working at Summit Wealth Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Denver, CO
| 31
|
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