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.
Warranties & Disclaimers
There are no warranties implied. Summit Wealth Asset Management (SWAM), doing business as Summit Wealth Strategies™, LLC (Summit Wealth Strategies™) is a registered Investment adviser located in Denver, CO, and Minnetonka, MN. SWAM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. SWAM’s website is limited to disseminating general information about its advisory services and access to additional investment-related information, publications, and links. Accordingly, the publication of SWAM’s website on the Internet should not be construed by any consumer and/or prospective client as SWAM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SWAM with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information about SWAM's registration status, please contact the state securities regulators for those states in which SWAM maintains a registration filing. A copy of SWAM’s current written disclosure statement discussing SWAM’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from SWAM upon written request.
SWAM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SWAM’s website or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Any references to protection benefits, safety, security, steady and reliable income, lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods, which vary by insurance company. Annuities are not FDIC insured.
Market Guard™ is an SEC-registered investment adviser located in Englewood, Colorado. Bradley Jenkins is a non-controlling owner of Impact Partnership Wealth, LLC (IPW) and the sole owner of Market Guard™. Bradley Jenkins and Market Guard provide model portfolios and investment products to IPW. Brad Jenkins is compensated through his non-controlling ownership in IPW. SWAM and IPW are not affiliated companies.
Insurance products and services are offered and sold through Summit Wealth Strategies™, LLC, CO Insurance License #546856 – 12/23
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