Lakewood, Colorado Branch

The Summit Wealth Group Lakewood, Colo. branch office opened in 2009. The Lakewood location is led by Josh Jerele, CFP®, Senior Financial Advisor and Vice President of Summit Wealth Group.

Located near 6th Ave. off 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 2024, Josh was named on the Forbes Top Next-Gen Wealth Advisors Best in State list.

2024 Forbes Top Next-Gen Wealth Advisors Best in State, created by SHOOK Research. Presented in Aug 2024 based on data gathered from March 2023 to March 2024. 4,081 Advisors were considered, 1,621 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

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Advisor Spotlight

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.

Learn More About Josh