Summit Wealth Strategies, a boutique financial firm that has no ties to any proprietary life insurance or investment company product offerings, has offices in Glendale and Denver, CO; Boston, MA; and Kansas City, MO; but it is Glendale that serves as headquarters for this firm started by Shawn O’Keefe. Summit Wealth Strategies is located in The Forum at Cherry Creek.
O’Keefe has been operating out of Glendale for 15 years and started Summit Wealth Strategies in 2014. Glendale was his first choice to set up camp and it has worked well for him. “I think it is the best location in Colorado,” said O’Keefe, Managing Director/Financial Advisor.
O’Keefe carries that admiration for Glendale into being a new member of the Chamber and immediately engaging with its fellow members. O’Keefe attended his first Chamber event at Pizza Republica in Glendale CitySet on November 14, 2018. “I met successful business people that are a part of the Chamber,” said O’Keefe. “I believe in supporting local businesses. You meet people in your neighborhood and you support one another.” O’Keefe did just that as he hired Pizza Republica to cater a few events for his firm.
O’Keefe has over 30 years experience in the financial services industry. He is a financial advisor and has held several senior leadership positions with some of the largest financial companies in America.
As financial professionals, Summit Wealth Strategies is committed to helping people create solutions for business exit planning and/or their retirement assets. Once they understand your risk tolerance, time horizon and goals, they work diligently to develo
p a program that carefully balances investment strategies with preserving principal.
“Exit and succession planning takes time,” said O’Keefe. “I know many people think when they wake up, they are going to be 65 or whatever the magic age is for when they want to retire, and they are just going to sell their business for what they think it’s worth. Well, it doesn’t work that way.”
Summit Wealth Strategies’ team of highly experienced professionals have hundreds of years of combined industry experience with a primary focus on pre-and post-retirees, using customized financial strategies. These include: Retirement Income Maps, Social Security Maximization Strategies, Retirement Income Strategies, Tax Free Retirement Strategies, Estate Tax Preservation, Wealth Preservation Strategies, Accumulation Strategies, along with the appropriate product and service offerings.
They also work with successful privately owned/closely held businesses. Executive & Key Employee Benefits Strategies, Estate Tax Preservation Strategies, Business Exit Planning, Business Succession Planning Strategies, Defined Benefits, Qualified Plans, ESOP’s, Captive Insurance Planning, Retirement Plans, Group Benefits, along with the appropriate product and service offerings.
“Most of our business comes from client referrals,” said O’Keefe. “We offer a free consultation to see if the potential client will be a good fit for us and us for them.” Summit Wealth Strategies of Colorado has access to best of class investment offerings, advisory services, insurance products and annuities from over 60 industry leading financial companies. Being independent allows them to provide complete objectivity and transparency for individual and business clients.
Whether you have exiting your business and or retirement in your sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. For more information on Summit Wealth Strategies, visit www.summitws-co.com or call 303-954-8141. Follow them on Twitter @sum mit_ws. Glendale Headquarters is located at The Forum at Cherry Creek, 425 S. Cherry Street, Suite 720.