Summit Wealth Strategies

Where Tax Strategies Meet Wealth Planning™

Tax consultant in Denver, CO (show on map)

5.0

★★★★★

2 reviews

Comprehensive wealth management and tax strategy firm helping clients achieve retirement goals

Call (303) 954-8141

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About

Summit Wealth Strategies™ is a financial services firm specializing in retirement income planning, tax deferral strategies, and wealth preservation. Their four-peak process addresses retirement income, asset protection, long-term care costs, and legacy planning. S

ervices include Market Guard® methodology, IRA rollovers, and life insurance solutions.

Four-peak retirement planning methodology

Market Guard® investment protection strategy

Comprehensive tax deferral solutions for high-net-worth clients

Services

Retirement Strategies

Comprehensive retirement planning including income strategies, asset protection, and legacy solutions

Four Retirement Peaks process Market stress testing Income distribution planning

Legacy Planning

Estate planning solutions to ensure assets are distributed according to client's wishes

Probate avoidance strategies Beneficiary designations Wealth transfer optimization

Life Insurance

Tax-advantaged life insurance solutions for retirement and estate planning

Roth alternatives Estate tax solutions Underwriting analysis

Long-Term Care

Strategies to address potential long-term care costs without depleting retirement assets

Cost mitigation solutions Policy analysis Funding strategies

Tax Strategy

Tax deferral and optimization strategies for capital gains and retirement income

Capital gains deferral IRA conversions Tax-efficient withdrawal planning

Market Guard®

Investment methodology to protect portfolios during market downturns

Risk-protected asset strategies Market volatility mitigation

Credentials & Certifications

Registered Investment Advisor

Reviews

Rating

★★★★★

Reviews

"On-site services"

Frequently Asked Questions

What are the four retirement peaks? +

Income, Asset Growth/Protection, Cost of Care, and Wealth Transfer/Legacy Planning

How does Market Guard® work? +

Market Guard® is an investment methodology designed to protect portfolios during market downturns while pursuing growth objectives

What is the capital gains deferral strategy? +

A strategy for clients with highly appreciated assets ($500k+ capital gains exposure) to defer taxes through strategic asset engineering

What retirement stages do you serve? +

Clients in mid-career, nearing retirement, and currently in retirement

What is a Retirement Peak Income Plan? +

A customized financial plan addressing income, asset protection, cost of care, and wealth transfer through market stress testing

Contact Summit Wealth Strategies

Summit Wealth Strategies

Address

The Forum at Cherry Creek, Main Office, 425 S Cherry St Ste 840, Denver, CO 80246

Phone

(303) 954-8141

[email protected]

Website

gosummitwealth.com

Opening Hours

Sunday

Closed

Monday

8 am–5 pm

Tuesday

8 am–5 pm

Wednesday

8 am–5 pm

Thursday

8 am–5 pm

Friday

8 am–12 pm

Saturday

Closed

Location

Location of Summit Wealth Strategies, The Forum at Cherry Creek, Main Office, 425 S Cherry St Ste 840, Denver, CO 80246 · View on Google Maps

Screenshot Gallery

http://gosummitwealth.com/

https://gosummitwealth.com/our-process/

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https://gosummitwealth.com/services/

https://gosummitwealth.com/services/investment-portfoli…

https://gosummitwealth.com/services/legacy-planning/

https://gosummitwealth.com/services/life-insurance/

https://gosummitwealth.com/services/long-term-care/

Get in Touch

Ready to work with Summit Wealth Strategies?

Reach out today to schedule a consultation.

(303) 954-8141

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