The Summit Wealth Group Lakewood, Colo. branch office opened in 2009 when Dan Gilbertson, CFP® professional and Vice President, joined Summit Wealth Group. Located near 6th Ave. off of Union Blvd., our Lakewood office provides community members of the Denver-Metro area with a variety of financial services. This includes retirement planning, college planning, estate planning, wealth management, and investment management.
Our ability to provide comprehensive financial planning in addition to the life coaching and guidance is what sets Summit apart, and our Lakewood team is committed to offering this both locally and across the country.
In 2022, Forbes recognized Dan Gilbertson, CFP® on its list of Best-In-State Wealth Advisors for the state of Colorado.
Dan Gilbertson is the Vice President and Financial Advisor with Summit Wealth Group and manages the Lakewood, Colo. branch. Drawing from his background of over 22 years in the financial industry, Dan enjoys meeting with people of all walks and phases of life. More specifically, Dan consults many widows, widowers, federal government employees and retirees on financial matters. Along with his team, Dan also works with small business owners and individuals regarding long-term financial planning.
Dan has been recognized by Forbes on its Best-In-State Wealth Advisors list in the state of Colorado for each of the past 4 years.
As a Wealth Advisor, Josh is passionate about simplifying the financial world for his clients and connecting their unique goals and values with a personalized solution. Josh supports clients by leveraging his knowledge and experience to create solutions for tax-friendly retirement distributions, estate planning, charitable giving, and legacy concerns. He is committed to helping educate clients with specific tools they need to ensure their family values are reflected in their finances.
As a Financial Advisor and CERTIFIED FINANCIAL PLANNERTM professional, Connor takes a planning-first approach with clients. People who work with Connor often find themselves facing complex financial decisions and need an advisor to help guide them towards the best solution for them. Connor starts by helping people define their destination. Once the financial goals are in place, Connor's passion is coming alongside clients throughout their life journey, keeping them accountable to their plan so they can ultimately experience the "Summit." Whether it is college planning, wealth accumulation strategies, portfolio management, or retirement planning, Connor's ability to relate with his clients while creating customized solutions that provide them with confidence is why he is highly regarded among his clients.
Registered Financial Assistant
Director of First Impressions
Financial Planning Assistant
Office location: 141 Union Blvd., Suite 270, Lakewood, CO 80228