Summit Wealth Group's Lone Tree branch opened in 2011 merging with Cook Financial Associates. Cook Financial Associates, now known as Summit Accounting Solutions, was established in 1989 and is directed by Daniel Cook, Chief Financial Officer of Summit Wealth Group and President of Summit Accounting Solutions.
Through the combination of our wealth management expertise and our tax planning experience, Summit can provide an integrated approach to your financial planning utilizing advanced investment management techniques and tax-saving strategies to help you reach your financial goals. Our small business accounting team can also help with a full range of accounting and business consulting services.
Give us a call today to schedule a free consultation!
Lone Tree - Wealth Management Team
Lone Tree - Tax and Accounting Team
*Tax preparation and accounting services provided by Summit Accounting Solutions are separate and unrelated to Commonwealth.
Our Lone Tree office is located at: 9360 Station Street, Suite 400 | Lone Tree, Colorado 80124