Lakewood, CO (Feb 11, 2021)—Summit Wealth Group, an independent financial advisory firm located in Lakewood, CO along with 6 other branch offices located around the country, today announced Vice President and Financial Advisor, Dan Gilbertson, has been named to Forbes’ Best-in-State Wealth Advisors list for 2021. This marks Dan’s 3rd consecutive year of receiving this recognition.
“We are delighted and honored to receive this award for the third consecutive year from Forbes Magazine.” said Dan. “This would not be possible without our wonderful team here at Summit and the high level of service and commitment to our clients. Because of our service-oriented team and the trust of our clients, we have been able to enjoy not only guiding our clients on their journey toward financial contentment but also the relationships that have formed along the way. We are so blessed and look forward to continuing to help our clients to navigate the path to a better, more secure future.”
According to Forbes, the ranking reflects the Best-in-State Wealth Advisors for 2021. Recipients were determined based on a number of factors including client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria.
About Summit Wealth Group
Summit Wealth Group has been providing individuals and organizations with financial guidance since 2002. Headquartered in Colorado Springs with branch offices located throughout the country, Summit Wealth Group’s advisors pride themselves on crafting unique strategies for each client.
1This recognition and the due–diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
3The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors1 list was developed by SHOOK Research and is based on in–person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.