Our 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 Lakewood office also works in conjunction with the Summit Accounting Solutions team to offer tax preparation and strategy, as well as business consulting, bookkeeping, payroll, dental practice management, and financial planning for business owners.
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.
Dan Gilbertson is the Vice President and Financial Advisor with Summit Wealth Group and manages our 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.
In 2019, Dan was recognized by Forbes magazine as one of Colorado's best-in-state wealth advisors.
David began working in the financial field in college as a teller for a local credit union. Once he graduated with a BBA in Finance, he began work with Fidelity Investments in their contact center in 2013 where he obtained his FINRA Series 7 and 63 securities licenses. Two years later, David transitioned to the Lone Tree branch of Fidelity where he had the opportunity to help clients face-to-face with nearly all their investment needs. While here, he obtained his Series 66, Life Insurance license, CFP® certification and CRPC® designation.
Office location: 141 Union Blvd., Suite 270, Lakewood, CO 80228
Registered Financial Assistant
Planning and Investment Associate
Director of First Impressions
*Tax preparation and accounting services provided by Summit Accounting Solutions are separate and unrelated to Commonwealth