Summit Wealth Strategies

Where Tax Strategies Meet Wealth Planning

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About Summit Wealth Strategies, LLC

Summit Wealth Strategies is a comprehensive wealth management and tax strategy firm. Our mission is to provide investment and tax strategies that bring clarity, confidence, and peace of mind.

Fiduciary Advisory Partner

Summit Wealth Strategies believes financial planning is the foundation for providing independent and objective advice. We believe in doing what is in the best interest of our clients by holding our firm to a fiduciary standard.

We have partnered with Impact Partnership Wealth, LLC, a registered investment advisor firm. The Summit Wealth Strategies team is focused on bringing our business and individual clients tax and investment strategies that have notable impacts.

We pride ourselves on making real and meaningful changes in people’s lives, and we look forward to making a difference in your life!

Shawn O'Keefe HeadshotShawn G. O’Keefe

Dan Blair HeadshotDan Blair

Melissa Blair HeadshotMelissa Blair

Ben Smith HeadshotBen Smith

Valinda Anthony HeadshotValinda Anthony

The Retirement Summit Radio Show

The Peak of Financial Advice

Denver

The Retirement Summit is a weekly radio show featuring Shawn O’Keefe, Dan Blair, and Melissa Blair. Join them every week as they discuss the ever-changing landscape of challenges facing retirees today.

KOA 850 AM / 94.1 FM
Saturdays at 8 a.m.

KHOW 630 AM
Saturdays at 12 noon

Oregon/Washington

Financial advisor Ben Smith wants to help people enjoy their retirement by working to reduce worries about market risk and rising taxes and building plans to help weather whatever storm might come. Each week on his radio show The Retirement Summit, Ben shares his ideas to debunk common myths that many Americans believe about retirement.

104.3 FM KSLM
Saturday 7-8 a.m.

1430 AM KYKN
Saturday 9-9:30 a.m.

1190 KEX
Sunday 6:30-7 a.m.

Our Services

Our Philosophy About Planning

Our planning process brings balance, clarity, and peace of mind through income planning which will show what your dollars can do for you in retirement through all market conditions.

Services

Financial Planning

Investment Management

Unique Tax Reduction Strategies

Estate Planning Strategies

Market Guard® Investment Methodology

The Power of Knowing

At Summit Wealth Strategies, we implement a proprietary investment methodology called Market Guard® that utilizes a non-emotional, mathematical, methodical point of view. It’s designed to signal what we believe are the three most important aspects when it comes to investing:

  • When To Hold
  • When To Sell
  • When To Re-enter Back Into the Market

It’s designed to help prevent the next major market crash from wiping out your life’s savings.

The Tactical & Strategic Market Guard® Investment Recipe

Step 1 – Choose the right ingredients

Did you know that more than 90% of portfolio performance is determined by asset allocation?1 That’s why Market Guard’s Portfolio Manager (“PM”) evaluates, selects, and implements individual investment positions to create a fully globally diversified portfolio.

Step 2 – Put in the correct ratio of ingredients

Market Guard® PM determines the optimal asset allocation among the individual investment positions. Market Guard™ provides multiple tactical management styles to fit an investor’s individual investment goals and risk tolerance in each separately managed account. This step helps you discover how much risk to take in your season of life and for your individual comfort level.

Step 3 – Bake the ingredients for the right amount of time

During this step, Market Guard®’s portfolio monitoring system assesses the individual positions in the portfolio and signals possible opportune times to BUY, SELL OR HOLD the underlying investment position, based on your previously decided risk level.

Learn more about how Market Guard® can help protect you from another market crash. Fill out the form below.

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Contact Us

Main Office

Summit Wealth Strategies
The Forum at Cherry Creek
425 S Cherry Street
Suite 840
Denver, CO 80246

CO: 303-954-8141
MN: 763-316-0115
OR: 503-831-9011
Fax: 720-639-6119
Email: info@gosummitwealth.com

Get Your Complete Retirement Plan!

At Summit Wealth Strategies, we believe in a holistic approach to your retirement. That includes risk management, tax efficiency, income planning, Social Security optimization, legacy planning, and more. As you approach your retirement years, your plan should be built and adjusted for your specific needs and goals. Fill out this form to get started on a Complete Retirement Plan today!

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