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Meet Jason Runung

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A Customized Approach to Your Business's Financial Success.  

Building a successful business is more than just creating a great product or service; it's a journey marked by countless challenges and uncertainties. From navigating work-life balance to managing operational complexities and facing ever-changing markets, the road of entrepreneurship can often feel like an uphill battle.

My name is Jason Runung, CFP®, and I am a Financial Advisor at Summit Wealth Group out of Denver, CO. 

Over the last 18+ years as a CERTIFIED FINANCIAL PLANNERTM  professional, I have had the privilege to help guide many business owners through a financial plan tailored to their specific business needs. I have developed a passion for finding a tax strategy that works for you and your business's financial success. 

The weight of responsibilities for a business owner can feel daunting. I am dedicated to supporting you throughout your financial journey, ensuring that financial planning and tax strategy are no longer burdens you have to bear alone. 

Ready to talk? Click the link below to set up an initial meeting. 

Business Owners

By offering insights on budgeting, investments, taxes, succession planning, and risk management, Jason can help you make informed decisions that align with your long-term vision and ultimately drive sustainable growth and success for your business. Jason can support you as a business owner through tailored financial guidance with you and your business’s best interest in mind.

C-Suite Professionals

In assessing your financial position, risk tolerance, and aspirations, Jason can develop a comprehensive plan crafted to your needs. This may include complex financial matters, such as stock options, executive compensation packages, and asset allocation strategies. By working with Jason, you can gain clarity, confidence, and financial independence in managing your wealth, allowing you to focus more effectively on your professional responsibilities and personal pursuits.

Your Journey Starts Here:

Schedule a meeting

Schedule a meeting

It all starts with clicking the link below to schedule an appointment. Specify that you would like to meet with Jason and choose the times that best work for you. The Denver team at Summit will reach out to confirm the appointment.

Meet with Jason

Meet with Jason

Jason will meet with you at the scheduled time for a complimentary discovery meeting to find out where we can best assist you on your financial journey.

Receive a plan built for your specific needs

Receive a plan built for your specific needs

After the discovery meeting, if you decide to move forward, we will create a detailed financial plan completely customized to you. You can use this as a guide to help you make critical financial decisions for your business with complete confidence.

Schedule a Free Consultation with Jason

Schedule a Free Consultation with Jason

Jason is happy to offer a free consultatation to get to know you and your financial needs. Not living in Denver? No worries! Jason has clients through out the country and can meet virtually face-to-face, as well as in person. 

Click the link below to get scheduled! 

Contact Us

Office location: 8400 E Prentice Ave, Suite 1000, Greenwood Village, CO 80111

Phone: 303-688-6499

Hours: 8 AM - 5 PM Monday - Thursday, 8 AM - 3 PM Friday