Broker Check

Lakewood, Colorado Branch

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. 

2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2022 based on data gathered from June 2020 to June 2021.  19,640 Advisors were considered, approximately 6,500 Advisors were recognized.  Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

Advisor Spotlight

<strong>Josh Jerele, CFP&#174;</strong>&#160;| Senior Financial Advisor and Vice President

Josh Jerele, CFP® | Senior Financial Advisor and Vice President

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. 

<b>Dan Gilbertson, CFP&#174;, CRPC&#174; |&#160;</b>Vice President

Dan Gilbertson, CFP®, CRPC® | Vice President

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 28 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.

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


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