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BEING AT OUR BEST SO OUR CLIENTS CAN BE THEIR BEST

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.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.

  • Min project size
    Undisclosed
  • Hourly rate
    Undisclosed
  • Employees
    50 - 249
  • Locations
    Lakewood, CO
  • Year founded
    Founded 1985

2 Locations

  • Lakewood , CO
  • Colorado Springs , CO

Service Lines
Financial Consulting
10%
Select Focus Area
Business Consulting Focus
Due Diligence Consulting
33%
Financial Consulting Focus
Cost Reduction Consulting
100%
Tax Focus
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Clients

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Locations (2)

141 Union Blvd., Suite 270 LakewoodCO, United States 80228

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