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Our Lakewood office opened in November of 2009 when Dan Gilbertson, CFP® and Vice President, joined Summit Wealth Group.

Drawing on his background of 22 plus years in the financial industry, Dan enjoys meeting with people of all walks and phases of life. More specifically, Dan consults many widows, widowers, as well as employees and retirees of the Federal Government on financial issues. Along with his team, Dan also works with small business owners and individuals with long-term financial planning.

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Dan Gilbertson from Summit Wealth Group on Vimeo.

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Emily Biehler from Summit Wealth Group on Vimeo.

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Nick Rose from Summit Wealth Group on Vimeo.

The Lakewood branch shares its office with Summit Accounting Solutions. The Summit Accounting Solutions Lakewood branch services clients from all over but is primarily focused on the Northwest Denver area. Focusing on serving the financial, accounting and tax needs of business owners and professionals, Summit Accounting Solutions specializes in taking a holistic approach to your unique financial situation.

The Lakewood team, as a whole, serves members of the Denver-Metro area with a variety of financial services which includes retirement planning, college planning, estate planning, wealth management and investments. Our team would love to hear your story and help you reach your goals.

Please give us a call to set up a free consultation today!

Lakewood Team

Dan, Vice-President, has an extensive background in financial planning, insurance counseling, and fee-based asset management.

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Emily joined Summit Wealth Group in December of 2012. She hold's a Bachelor's degree in International Business with a minor in Spanish, as well as a Master's degree in Personal Financial Planning.

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Nick joined Summit Wealth Group in the fall of 2015, as a Financial Advisor for the Lakewood office. Having worked in the financial services industry since 2013, Nick worked in the areas of health care, insurance, and financial...

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Lisa joined Summit Wealth Group in July of 2014, as a Registered Financial Assistant in the Lakewood office. A native of Texas, her adventurous spirit brought her to Colorado in 1994.

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Yizeth joined Summit Wealth Group in March of 2015, as Administrative Assistant for the Lakewood, Colorado office. She was born in Bogota, Colombia.

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*Tax preparation and accounting services provided by Summit Accounting Solutions are separate and unrelated to Commonwealth.

Contact Us

Our Lakewood branch is located at: 141 Union Blvd., Suite 270 Lakewood, CO 80228

P) 303-645-4679