Founded in 2014, Summit Wealth Strategies™ specializes in providing high-net-worth clients with tailored tax and investment strategies. We coordinate solutions for complex tax preparation, estate planning, asset protection, and multi-family office services.
As a boutique, independent financial services firm, we focus on providing objective and transparent advice through comprehensive planning strategies designed to deliver measurable tax savings and optimized investment performance.
As an independent financial services firm, we are dedicated to providing objective, transparent guidance that individuals and businesses rely on. We take great pride in making a positive, lasting impact on our clients’ lives, and we would be honored to partner with you to make a meaningful difference in your financial future.
If you meet any of these criteria, we invite you to book a complimentary 25-minute introductory consultation to explore how we can assist you.
At Summit Wealth Strategies, we consider ourselves your guides to helping you attain, protect, and pass on wealth for generations, and we are committed to providing you with outstanding service. Click on individual photos to learn more about each team member.
Essential Regulatory and Disclosure Information
Summit Wealth Asset Management, LLC (“SWAM”) is licensed as a registered investment adviser in Colorado, Minnesota, and Wyoming. Operating under the name Summit Wealth Strategies, LLC (“SWS”), our firm delivers comprehensive financial services. Please note that registration with the SEC or state authorities does not signify a particular degree of expertise or specialized training.
The materials presented herein are intended solely for educational purposes and do not represent formal tax, legal, or investment counsel. Advanced tax strategies—encompassing deductions, deferrals, and specialized asset allocations—are intricate and subject to legislative shifts in tax codes; their efficacy depends entirely on your unique financial profile. Furthermore, certain tax deductions may trigger IRS recapture protocols.
Allocations to private equity, private placements, and energy-focused funds are speculative and illiquid and involve substantial risk, including the possibility of total principal loss. As these securities lack a public market, any discussions of targeted growth, distribution rates, or capital recovery timelines remain hypothetical and are based on the fund sponsor’s assumptions. Such projections do not ensure future performance, and actual outcomes may differ materially.
Summit Wealth Strategies, LLC does not offer formal legal or tax opinions. We strongly advise clients to coordinate with an independent tax attorney or CPA to review their specific circumstances before initiating any investment. Mention of third-party operators, such as Chevron, Devon, or ConocoPhillips, refers to potential joint-venture partners and should not be interpreted as an endorsement of our firm.
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Summit Wealth Strategies™ has an array of tax and wealth management strategies to assist you in meeting your retirement goals and lifetime and generational wealth objectives. Summit Wealth Strategies™ believes that financial planning is the foundation for providing independent and objective advice. As part of our complete financial services, we also provide advanced legacy planning strategies in conjunction with estate attorneys and other related professionals.
Take the next step in your retirement journey with Summit Wealth Strategies™, LLC. Fill out the form below to book your 25-minute session with us. During this initial conversation, we can discuss your portfolio, your current level of risk, your retirement income plan, tax strategies you can use, planning now for your future legacy, and much more. We will call you to set up a time and narrow down the first conversation to what is most important to you. From there, we can discuss the next steps to develop a comprehensive plan personalized to your family and wealth goals.
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
The Forum at Cherry Creek
425 S Cherry Street, Suite 840, Denver, CO 80246
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Carlson Center
601 Carlson Pkwy, Suite 1050, Minnetonka, MN 55305
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© 2026 Summit Wealth Asset Management, LLC. All Rights Reserved. Insurance products are offered through the insurance business Summit Wealth Strategies™. Summit Wealth Strategies™ is also an investment advisory practice that provides products and services through Summit Wealth Asset Management, LLC, a registered investment advisor. The insurance products offered by Summit Wealth Strategies™ are not subject to investment advisor requirements. Insurance products and services are offered and sold through Summit Wealth Strategies™, LLC, CO Insurance License #546856
