Valinda Anthony's Contact Details

Valinda Anthony's Company Details

Summit Wealth Strategies

Denver, CO, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

In January 2014, Summit Wealth Strategies, LLC was by founded Shawn G O'Keefe with offices located in The Forum at Cherry Creek. Shawn has over 30 years' experience in the financial services industry. He is the Managing Director and is a Financial Advisor that has held several Sr. Leadership positions with some of the largest financial companies in America. Team Summit has several of leading Specialists in many areas of the Wealth Management field. Summit's team of financial advisors, have many years of wealth building strategies and asset protection experience, with an average of 15 years per advisor. We provide unbiased, non-proprietary, independent, personalized strategies and solutions for our pre-and post-retirees, as well as privately owned businesses.Business markets- Focused on privately owned businesses- exit and succession planning, key employees' benefits, captive Insurance, esop's-employee stock ownership plans, premium financing, defined benefit plans and group benefits. Personal markets- Focused on pre and post retirees -estate planning strategies, Income distribution solutions, fee-based Investments, advisory Services, fee-based planning, life, annuities, LTC & disability Insurance.Summit Wealth Strategies, LLC provides access to best of class investment offerings, advisory services, insurance products and annuities from over 60 industry leading financial companies. Summit is a boutique financial firm that has no ties to any proprietary life Insurance or investment company product offerings. Being independent, allows us to provide complete objectivity and transparency for our individual and business clients. Investment advice offered through Resources Investment Advisors, Inc., an SEC-registered investment adviser. According to WealthManagement.com, Resources Investment Advisors, Inc. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email at info@summitws-co.com or call our office at 303-954-8141. We would enjoy speaking with you.Shawn G. O'Keefe is a CO licensed Investment Advisor Representative (IAR) and SEC registered investment Advisor. CRD# 2494631. Also Colorado & Minnesota L, A & H licenses