Summit Wealth Strategies, LLC

www.gosummitwealth.com

Thank you for visiting Summit Wealth Strategies LLC Linkedin page. We are part of a highly regulated financial service industry, therefore, we have some strict rules on replying to comments. If you do not hear from us, or if we remove posts because they do not fall within specific guidelines, please do not take it personally. Summit Wealth Strategies LLC reserves the right to remove any comments for any reason. No information posted on any social media site is intended to make a recommendation or solicitation of sale, or state a testimonial for or about a security, service, or product, or provide investment, tax, or any other advice. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. No testimonials or endorsements: Securities industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with Summit Wealth Strategies LLC. Summit Wealth Strategies LLC’s use of the "like* button is not an endorsement of the organization or individual who posted the content. All content,likes; and followers of this page should not be considered as testimonials or advertisements. Investment advisory services are offered through Impact Partnership Wealth (IPW), a registered investment advisor firm. Shawn G. O’Keefe is a CO Investment Advisor Representative. CRD# 2494631. Colorado & Minnesota L, A & H licenses Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.

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Thank you for visiting Summit Wealth Strategies LLC Linkedin page. We are part of a highly regulated financial service industry, therefore, we have some strict rules on replying to comments. If you do not hear from us, or if we remove posts because they do not fall within specific guidelines, please do not take it personally. Summit Wealth Strategies LLC reserves the right to remove any comments for any reason. No information posted on any social media site is intended to make a recommendation or solicitation of sale, or state a testimonial for or about a security, service, or product, or provide investment, tax, or any other advice. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. No testimonials or endorsements: Securities industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with Summit Wealth Strategies LLC. Summit Wealth Strategies LLC’s use of the "like* button is not an endorsement of the organization or individual who posted the content. All content,likes; and followers of this page should not be considered as testimonials or advertisements. Investment advisory services are offered through Impact Partnership Wealth (IPW), a registered investment advisor firm. Shawn G. O’Keefe is a CO Investment Advisor Representative. CRD# 2494631. Colorado & Minnesota L, A & H licenses Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.

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Country

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State

Colorado

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City (Headquarters)

Denver

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Employees

11-50

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Founded

2014

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Social

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Potential Decision Makers

  • Founder | Managing Director | Senior Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Operations and Human Resources Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Client Services Specialist

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Representative

    Email ****** @****.com
    Phone (***) ****-****

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