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Summit Wealth Strategies, LLC

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Our primary focus is helping Business Owners with Business Exit and Succession planning, along with Pre & Post Retirees with tax efficient Income distribution planning and Wealth Management.

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Business: Summit Wealth Strategies, LLC
Owner Name: Shawn G O'Keefe
Owner Title: Managing Director
Business Address:
425 S Cherry St, Denver, CO, USA, Suite 720, Colorado, USA 80246
Contact Name: Shawn G O'Keefe
Direct/Cell: 720-346-1178