Summit Hill Wealth Management is a fee-only investment and financial planning firm that serves Greenwood Village, the Denver area, and works with clients virtually. Our 3D process helps business owners, executives, and retirees protect and enjoy their wealth through investment management and financial planning.
Do you have a long-term plan to protect and grow your wealth through downturns, recessions, or changing political climates? Our 3-D process creates a financial and investment plan to help you protect your wealth and enjoy a work-optional lifestyle. You may wonder how much you need for retirement, how long you need to work, and how you can create tax efficient retirement income?
Do you have a long-term plan to protect and grow your wealth through downturns, recessions, or changing political climates? Our 3-D process creates a financial and investment plan to help you protect your wealth and enjoy a work-optional lifestyle. You may wonder how much you need for retirement, how long you need to work, and how you can create tax efficient retirement income?
Services
At Summit Hill Wealth Management we love helping clients protect their wealth, enjoy their lifestyle, and support the people and causes they care most about. We want clients to move from uncertainty to security and from anxiety to enjoyment with their wealth. We strive to serve our clients and others with excellence and make a positive impact on them and the world.
We listen carefully to understand your goals and the lifestyle you want to enjoy now and in the future. We translate this into a financial model of how your income and expenses change over time, what assets you may buy and sell, and how this affects your net worth. This process aligns your values and goals with your finances.
For the past 35 years, the CFP(R) certification has been recognized as the gold standard in financial planning. Apart from the rigorous educational and experience requirements to obtain and maintain their CFP(R) certifications, CERTIFIED FINANCIAL PLANNER professionals have strict fiduciary obligations of loyalty and care to clients.
Clients of Summit Hill Wealth Management tell us they feel educated and informed about the choices available to them, the decisions to be made and their progress towards their goals. The process is engaging and interactive. We enjoy helping our clients learn why one decision might be more beneficial than another as they plan how to enjoy their lifestyle during and after work.
We help affluent families protect and enjoy their wealth. Most of our clients are smart people - they are often rigorous and analytical in their professional lives and expect the same level of focused detail from their investment advisor. Their wealth may include a business, real estate holdings, alternative investments and other assets.
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