Summit Wealth Group
Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Summit Wealth Group, Financial planner, 8400 E Prentice Avenue, Suite 1000, Greenwood Village, CO.
We're committed to meeting your needs today and for years to come. Over time, our clients often become some of our closest friends. Together, we navigate life's challenges and opportunities, helping you achieve financial peace of mind.
๐ซ Happy Labor Day! ๐ช๐
Our office will be closed today in observance of the holiday and will reopen tomorrow, Tuesday, September 3rd.
Enjoy your day!
Driving our company is the concept of providing an exceptional client experience, and our team has been assembled with this in mind.
The specific knowledge each team member possesses spans throughout all areas of financial services. The Summit team can provide tax planning through our experienced advisors, insurance analysis through licensed insurance professionals, financial planning with over 15 CERTIFIED FINANCIAL PLANNERยฎ professionals on staff, and an in-house investment committee.
In addition, we emphasize hiring and training at least two support staff for every one advisor. This investment in our team allows more eyes on every account, which allows us to provide indispensable service to our client.
Don't trust your life savings to a Chat GPT. ๐ค ๐ฌ Meet with a financial advisor, the real ones who know more than just algorithms! ๐ก๐ธ
At Summit Wealth Group, we understand that every financial journey is unique. That's why we take a personalized approach to help you achieve your goals, providing support and guidance every step of the way. Your dreams are our priority. ๐
Our Scottsdale team had a fantastic time at the Diamondbacks game on Monday night for a client event. โพ ๐ญ It was a wonderful opportunity to connect and enjoy the evening together. Looking forward to many more events like this! โจ ๐
๐๐ **Attention College Students!** ๐๐
As you head back to campus and dive into the new semester, it's crucial to keep your finances in check. Credit card debt can sneak up on you, but with a few smart strategies, you can stay ahead of the game. Check out this article for some essential tips on avoiding credit card debt!
5 Strategies for Avoiding Credit Card Debt as a College Student As a college student, using credit cards to pay for everything from textbooks to dining out with friends can be tempting. However, if you're not careful, you could accrue a large amount of debt that will be difficult to pay off. Here...
One of our favorite moments each year at the Summer Summit is hosting the shareholder's dinner for our amazing employee shareholders. This year was our biggest dinner yet! We are incredibly grateful for your trust and belief in Summit! ๐
Happy birthday to our favorite podcast host, Jessica! Jess is our marketing assistant, content creator and strategist, and host of the Reach Your Summit podcast by Summit Wealth Group. She brings so much joy, laughter and fun to the Summit team and we are so grateful for her. Happy birthday, Jess!
Remember that time we thought about hiring a Robo-Advisor? ๐
๐
Turns out, nothing beats the expertise and personal touch of a seasoned financial advisor. ๐๐ค
Investing can be intimidating. Especially when you aren't sure what "the secret" is to being a successful investor. ๐คซ
The truth is there is no secret. Consistency is the key. ๐ ๐
๐ New Episode Alert! ๐
Tune in today for a special episode featuring Advisor Michael Shelton! ๐๏ธ Join us as we dive deep into the ins and outs of retirement planning. You won't want to miss his expert insights and tips. ๐
https://open.spotify.com/show/65bYhiqmKX2nFUML2EsfPS?si=b915442b2cec4dc5
Link in Bio ๐ Available wherever you listen to podcasts!
๐จ Heads up! ๐จ
Our teams are off to Denver for the remainder of this week to attend our company-wide annual Summer Summit! ๐ We'll return to our normal business hours on Monday, July 29th, even better and more energized to serve you.
We appreciate your patience with any delayed responses to calls and emails. ๐ฌโ๏ธ
๐โจ It might not be time to celebrate just yet, but it's never too early to start prepping for Christmas! ๐โจ
Get ahead of the holiday hustle and make it a stress-free holiday season with our Christmas budget sheet โ the link is in our bio! ๐๐
โฑ๏ธ ๐ Summer vibes and bingo vibes coming together! Grab your cards, and let's play some summertime bingo! Who's ready for some fun in the sun? ๐ดโจ
Grab a printable version of our bingo card in the link in our bio ๐
๐ฏ Time to Review Your 2024 Goals! ๐ฏ
As we get closer to a brand new year, it's the perfect moment to reflect on your aspirations and set your intentions for 2024. ๐
๐ Ask yourself:
- What do I want to achieve?
- What steps can I take to get there?
- How can I still make my best one this year?
Share your goals with us, and let's inspire each other to reach new heights! ๐
๐ The Key to Financial Contentment ๐๐
Peace of mind isnโt found only in the numbers.๐ฐItโs about feeling secure and satisfied with what you have and what you want for your future. Memphis Advisor Jamie Cochran, CFPยฎ, talks about achieving financial contentment for yourself.
๐ธโจ Ready for a No Spend Challenge!? Here are some awesome free activities to try this weekend!
Tag us and share your favorite free activities! Letโs have a fun weekend! ๐
At the core of Summit Wealth Group is a simple yet powerful goal:
๐๐ฒ๐น๐ฝ๐ถ๐ป๐ด ๐๐ผ๐ ๐ป๐ฎ๐๐ถ๐ด๐ฎ๐๐ฒ ๐๐ต๐ฒ ๐ฝ๐ฎ๐๐ต ๐๐ผ ๐ฎ ๐ฏ๐ฒ๐๐๐ฒ๐ฟ, ๐บ๐ผ๐ฟ๐ฒ ๐๐ฒ๐ฐ๐๐ฟ๐ฒ ๐ณ๐๐๐๐ฟ๐ฒ.
We know that path is unique for all of our clients, and we care about what it means for you specifically.
Ready to take the next step? Schedule a meeting with us today! โ๏ธ โจ
๐ป July is the perfect time for a mid-year check-in with your advisor! ๐โจ Schedule your appointment today to stay on track with your financial goals.
Donโt have an advisor yet? No worries! Come meet our expert team and get started on your path to financial success. ๐ผ๐ก
๐ Happy Fourth of July! ๐
Our office will be closed today in observance of the holiday. We will reopen tomorrow, Friday, July 5th.
Wishing everyone a safe and joyful Independence Day! ๐บ๐ธ
๐ญ๐ญ According to WalletHub, each 4th of July, Americans devour 150 million hot dogs! With an average pack costing $6, that's roughly $100 million spent on this tasty tradition! ๐ How will this year's inflated prices affect this holiday institution? ๐ค
Here are some other fun 4th of July facts ๐
โจ $9.4 Billion: Amount Americans plan to spend on 4th of July food.
โจ $4 Billion: Amount Americans plan to spend on 4th of July beer and wine.
โจ $2.7 Billion: Estimated amount spent on fireworks in 2023 (73% of fireworks injuries occur within a month of July 4).
โจ $6.5 Million: Value of American flags imported annually.
โจ 70.9 Million: Number of people who travel 50+ miles from home for the 4th of July (up 5% over 2023 and setting a new record for the holiday).
Source: https://wallethub.com/blog/4th-of-july-facts/22075
๐ Last Friday, our Lakewood office hosted their annual client picnic, and it was a blast! ๐ญ๐ฆ We enjoyed delicious BBQ, refreshing ice cream, and fantastic prizes.
Thanks to everyone who joined us for a day of fun and laughter! ๐ฅณ๐
๐๏ธ **Important Deadline Alert!**๐๏ธ
Don't miss out! The final date to submit your Free Application for Federal Student Aid (FAFSA) for the ๐ฎ๐ฌ๐ฎ๐ฐโ๐ฎ๐ฌ๐ฎ๐ฑ school year is June 30. ๐๐ฐ This crucial form helps determine your or your child's eligibility for financial aid.
๐ธ ๐ท ๐ถ Mitch Tenbarge from our Denver office and Stefan Hackethal from our Lakewood office attended the Rock-a-Belly Festival in Golden last weekend, supporting Food for Thought Denver! ๐ด They are pictured here with founder, Bob Bell.
This amazing annual event raises funds and awareness for childhood hunger in Denver. Our Denver and Lakewood offices have been proud volunteers with Food for Thought since 2018. This is our third year attending the Rock-a-Belly Festival, and we always look forward to spending time to support this worthy cause! ๐
๐๐ Our Nashville advisor, Dave Noland, is currently on a mission trip with Conduit Mission. This organization aims to channel people's time, resources, talents, and influence to those who need it most.
Dave is presently in Uganda, where their efforts are concentrated on establishing 4 foundational pillars: education, healthcare, clean water, and church. These pillars are intended to transform individuals who will, in turn, transform their community.
We look forward to hearing about this life-changing experience for Dave once he returns! ๐
Follow the link below if you are interested in learning more:
https://www.conduitmission.org/community-transformation/uganda
Counting down the days until your summer getaway? ๐๏ธ ๐ ๐
Don't let scammers ruin your vacation!
โ
๐ฆ๐ฒ๐ฐ๐๐ฟ๐ฒ ๐ฌ๐ผ๐๐ฟ ๐๐ฐ๐ฐ๐ผ๐๐ป๐๐:
Update your passwords regularly and enable two-factor authentication.
โ
๐๐ฒ ๐๐ฎ๐๐๐ถ๐ผ๐๐ ๐ข๐ป๐น๐ถ๐ป๐ฒ:
Don't click on suspicious links, even if they appear to be from your airline or hotel.
โ
๐๐ฒ๐๐ฎ๐ฟ๐ฒ ๐ผ๐ณ ๐ฆ๐ผ๐ฐ๐ถ๐ฎ๐น ๐ ๐ฒ๐ฑ๐ถ๐ฎ ๐ฆ๐ฐ๐ฎ๐บ๐:
Double-check customer service contacts and be wary of anyone asking for personal information.
โ
๐ช๐ฎ๐๐ฐ๐ต ๐ข๐๐ ๐ณ๐ผ๐ฟ ๐๐ผ๐บ๐บ๐ผ๐ป ๐ง๐ฟ๐ฎ๐๐ฒ๐น ๐ฆ๐ฐ๐ฎ๐บ๐:
Avoid interactions with "friendly" strangers offering bracelets or roses, and be cautious of unsolicited photographers.
By staying alert and informed, you can ensure a safe and enjoyable summer vacation.
๐ Welcome to the team, Mollie!! ๐
We're thrilled to introduce Mollie as our new Director of First Impressions at the Ridgeland office. Her energy and enthusiasm will surely make everyone feel right at home.
Here are some questions we asked Mollie to get to know her better. Drop a warm welcome in the comments! ๐โจ
๐ช๐ต๐ฎ๐ ๐ถ๐ ๐ผ๐ป ๐๐ผ๐๐ฟ ๐๐๐ฐ๐ธ๐ฒ๐ ๐๐ถ๐๐?
Travel to the French and Italian countryside with Josh and with authentic food and wine tastings. Run a full marathon (hopefully without too many hills), return to en pointe ballet, and dance in a production of The Nutcracker.
๐ช๐ต๐ฎ๐ ๐๐ฎ๐ ๐๐ผ๐๐ฟ ๐ณ๐ถ๐ฟ๐๐ ๐ท๐ผ๐ฏ?
Barista at Seattle Drip Coffee Company
๐ช๐ต๐ฎ๐ ๐ถ๐ ๐๐ผ๐๐ฟ ๐ณ๐ฎ๐๐ผ๐ฟ๐ถ๐๐ฒ ๐ฏ๐ผ๐ผ๐ธ?
Harry Potter series, but also love books by Barbara Kingsolver and Orson Scott Card
๐ฆ๐๐ฒ๐ฒ๐ ๐ผ๐ฟ ๐ฆ๐ฎ๐๐ผ๐ฟ๐?
Savory, hands down, all day, and my savory treat of choice is pasta with cream sauce
๐๐ผ ๐๐ผ๐ ๐ต๐ฎ๐๐ฒ ๐ฎ ๐๐ฒ๐ฐ๐ฟ๐ฒ๐ ๐๐ฎ๐น๐ฒ๐ป๐?
Ballet and Iโm also really good with grammar ; )
Happy Juneteenth! ๐ In honor of this important day, our office will be closed today. We will reopen tomorrow, Thursday, June 20th, with our regular business hours.
Enjoy this day of celebration and progress! โ๐ผ โ๐ฝ โ๐พ โ๐ฟ
Shout out to Shannon, Director of First Impressions in our Colorado Springs North branch! She is the first in her family to graduate with a Bachelor's degree. Not only that, but she graduated with honors while working a full-time job! Way to go, Shannon!
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Address
8400 E Prentice Avenue, Suite 1000
Greenwood Village, CO
80111
Opening Hours
Monday | 8am - 5pm |
Tuesday | 8am - 5pm |
Wednesday | 8am - 5pm |
Thursday | 8am - 5pm |
Friday | 8am - 5pm |
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