Meet Josh Jerele

Financial Advisor for Business Owners and Executives

Business Owners and Executives alike face many financial opportunities and challenges. Throughout the years, Josh has heard questions like:

How can I set up retirement plan benefits that will help me retain key employees?
When should I buy / sell equipment in a tax-preferred way?
How can I be sure my business is set up for long-term success?
Should we scale our business by leveraging debt?
How can I limit my personal liability as it relates to the business?
Can my personal financial planner talk with my bookkeeper and CPA to create synergy?
Am I on track for retirement?

We get it.

Trying to find answers to these questions while maintaining a high-pace lifestyle is exhausting.

The clients that come to us are tired of trying to do it on their own and are ready to delegate these things to a professional.

As a CERTIFIED FINANCIAL PLANNER^TM professional and having worked with business owners and executives for over a decade, Josh Jerele, CFP® specializes in helping these professionals build confidence and clarity in their financial decision-making.

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Painting a Clearer Picture, So You Can Make a Clearer Decision.

Business owners and executives are decision-makers. They are the ones who have to make high-level decisions that determine the ultimate success or failure of their business and that can be a lot of pressure.

No one should have to make major decisions that define the trajectory of the business without a clear understanding of what the options are.

That's where we partner with you. It is important to say that we don't make the decisions for you.

Josh pride's himself on bringing all of the pieces of the puzzle together. The taxes, the accounting, the bank statements, the benefit plans, the balance sheet, all of the things that can make someone's eyes glaze over -- and he makes it simple to understand. This is where clear and confident decisions can begin.

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Fee-Based

Through a fee-based consulting arrangement, Josh can sit on the same side of the table as you to help you make wise decisions for your company.

Fiduciary

As a CFP®, Josh is a fiduciary. This is important to our many business professional clients because it means he is legally obligated to provide advice that is in your best interest.

Independent

Josh has access to a wide variety of planning and investment options and is independent. This means there are no conflicts of interest in his advice.

Your Journey Starts Here:

Schedule Appointment

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

Meet With Josh

Josh 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 Customized Financial Plan

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.

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Contact Us

Office location: 141 Union Blvd., Suite 270, Lakewood, CO 80228

Phone: 303-645-4679

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

Schedule a Free Consultation With Josh

Josh would love the opportunity to meet in person if you are in the Lakewood / Denver area. If you are not located near our office, that is okay! Josh has many out-of-state clients who he is able to meet with virtually on a regular basis.

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

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