Our Lakewood office opened in November of 2009 when Dan Gilbertson, CFP® and Vice President, joined Summit Wealth Group.
Drawing on his background of 22 plus years in the financial industry, Dan enjoys meeting with people of all walks and phases of life. More specifically, Dan consults many widows, widowers, as well as employees and retirees of the Federal Government on financial issues. Along with his team, Dan also works with small business owners and individuals with long-term financial planning.
The Lakewood branch shares its office with Summit Accounting Solutions. The Summit Accounting Solutions Lakewood branch services clients from all over but is primarily focused on the Northwest Denver area. Focusing on serving the financial, accounting and tax needs of business owners and professionals, Summit Accounting Solutions specializes in taking a holistic approach to your unique financial situation.
The Lakewood team, as a whole, serves members of the Denver-Metro area with a variety of financial services which includes retirement planning, college planning, estate planning, wealth management and investments. Our team would love to hear your story and help you reach your goals.
Please give us a call to set up a free consultation today!
*Tax preparation and accounting services provided by Summit Accounting Solutions are separate and unrelated to Commonwealth.
Our Lakewood branch is located at: 141 Union Blvd., Suite 270 Lakewood, CO 80228