Meet Dakota Day

Engineers have unique financial planning needs. I'm here to help.

Engineers have unique financial planning needs. I'm here to help.

As an engineer, you want to be confident and well-informed before making major financial decisions. The problem is that engineers face many complex financial issues that could trip up even those with an advanced finance degree. This can be incredibly frustrating, especially if you don’t have the time to do the research yourself.

My name is Dakota Day, CFP®, and I am a financial advisor with Summit Wealth Group based in Colorado Springs, CO.

As a former mutual fund analyst, I understand and appreciate the technical skills, problem-solving abilities, and data analysis expertise that engineers look for in a financial advisor. And yet, most financial advisors are not equipped with these skills. It is why I made the career shift and obtained a CFP® certification, so I could dedicate my career to helping engineers with their financial planning and investment allocations with a fiduciary obligation. Why? Because I believe no one should have to make complex financial decisions on their own.

Getting started is very easy; click the button below to schedule a meeting.

Custom Financial Strategies, Tailored to You.

For engineers who meticulously plan and design complex systems, financial planning should be no less tailored and precise. We understand that your financial plan should be as unique as your innovations. Dakota, backed by an entire in-house financial planning team, is devoted to crafting a strategy that will help you reach your financial goals. 

Summit Wealth Group is proud to offer financial services as one of the larger independent financial advisory firms at one of the largest privately-held independent RIA/broker-dealers in the nation.* Our independence is your advantage. Without the constraints of corporate affiliations, we aren't tied to pushing specific investment products from banks, insurance companies, or brokerage firms.

Together with Dakota, you will chart out not only your financial objectives but a smart route to help achieve them. With a fiduciary duty, Dakota strives to ensure that your assets are managed to meet your professional and personal goals.

Define your goals, and we'll engineer a path to reach them.

*As of 9/22, based on self-reported AUM data from 47 participating firms in the 2022 IBD Elite survey.

Experience Clear Direction

Engineers like to know where they are headed and what steps they need to take to get there. We believe they appreciate Dakota's approach because he delivers a strategy with defined actionable steps outlined in the plan. Getting to the "Summit" has never been clearer!

Find Financial Clarity

Feeling disorganized in your finances can lead to anxiety, stress and worry. By working with a professional, you can achieve the clarity you are looking for, and by doing so, experience the benefits.

Pay Less Taxes

Summit's financial planning team, CPAs on staff, and through the use of state of the art software, Dakota and the resources that back him are able to deliver a tax plan designed to have you paying as little as possible to Uncle Sam.

Feel Content

In our experience, we find most engineers do their own portfolio management. Not only is this time-consuming, it adds stress to their lives. By trusting an experienced professional, you can experience a higher level of contentment and enjoyment in life knowing that your strategy is sound, and your portfolio has been developed with precision by someone you can trust.

Your Journey Starts Here:

Prepare: Schedule a Phone Call

Prepare: Schedule a Phone Call

Schedule a phone conversation through the "Schedule Now" link below, and we'll get to the heart of your challenges and opportunities on that initial call.

Inform: Meet With Dakota

Inform: Meet With Dakota

We will meet again in person after we have a good idea of the direction we are heading in to gather more details and put together a game plan.

Implement: Receive a Customized Financial Plan and Portfolio Strategy

Implement: Receive a Customized Financial Plan and Portfolio Strategy

We'll put your financial plan and portfolio decisions into motion and you can enjoy more confidence, time, and freedom.

Summit Wealth Group: Colorado Springs, CO

Schedule a Free Consultation With Dakota

Schedule a Free Consultation With Dakota

Dakota would love the opportunity to connect in person if you are in the Colorado Springs or Denver areas. Not in those areas? That's okay! Dakota has clients all over the country! Let us know if you are unable to connect in person, and we will set up a virtual face-to-face meeting.

Dakota is pleased to offer a complimentary initial consultation. Please click the link below and specify that you would like to meet with Dakota!