Our Lakewood, Colo. branch office opened in 2009 when Dan Gilbertson, CFP® 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.
Dan Gilbertson works with advisors Emily Biehler and Nick Rose, and an entire team of specialists to seamlessly help clients forge a clear path and destination on their financial journey. 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.
Emily Biehler, CFP®, is an advisor and financial planner in Lakewood, Colo. Emily approaches her work from a planning perspective and offers customized financial strategies for her clients, combining both analytical planning with a personable and relational perspective. Emily enjoys educating clients on the various ways people interact with their finances, and showing them how to channel their own unique outlook for long-term success. Emily works with clients of all stages and backgrounds, and specifically finds great satisfaction in helping empower female professionals, business owners, and breadwinners to succeed in their business and personal life. She also specializes in preparing family-owned businesses for the transition from one generation to the next.
Emily was recognized in 2017 by Summit with the Spirit of Summit award. This is an award given annually to an individual who displays the highest level of service to Summit's clients.
Nick Rose is an advisor in our Lakewood office. Earning the CFP® designation in 2018, Nick is deeply committed to providing the highest level of service to his clients. Nick works with clients in many different capacities. One of his specialties is guiding clients through major transitions in life, from retirement, marriage, and divorce, to changing careers, selling a business, relocating, or having children.
Nick's approach to financial services begins with a written financial plan that is then customized to each client and carefully crafted to anticipate life's many twists and turns.
*Tax preparation and accounting services provided by Summit Accounting Solutions are separate and unrelated to Commonwealth
Office location: 141 Union Blvd., Suite 270, Lakewood, CO 80228
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