If you are planning to visit Summit Wealth Group's Lone Tree, Colorado branch office in person in 2021, first of all, WELCOME! We are very happy to see you.

Please understand, due to our recent pandemic, some additional safety measures have been put in place to protect you and to help prevent the spread of COVID-19. Thank you for helping us do our part to keep the health and safety of our team and clients a priority.

Are masks required to wear in the Lone Tree office?

Yes, for any face to face interaction.

Is your office following any social distancing guidelines?

We are refraining from any handshaking or other physical contact. As far as seating, clients and staff will be seated on opposite sides of the table and at least 6 feet apart. 

Are walk-ins welcomed at this time?

Yes, although we do urge clients to call the office ahead of time to set up an appointment in order to minimize the use of our waiting area.

Other important information to know

We are able to meet in-person or virtually, depending on the client's preference. We are cleaning the conference room, table, and chairs in-between each appointment. All meetings are staggered to minimize the amount of people in the lobby/waiting area at one time. Hand sanitizers are out and available for client use.