SUMMIT WEALTH ADVISORS, LLC JOINS DENVER WEALTH MANAGEMENT, INC.
If you are trying to reach Michael Dambeck and Summit Wealth Advisors, you are in the right place. On July 1st, 2019 – after 19 years of running Summit Wealth Advisors, LLC on his own – Mike decided to merge with the Denver Wealth Management (DWM) team to expand resources and, ultimately, better serve you, his clients. Click here to listen to Mike discuss the merger with Denver Wealth Management co-founder, Blair Braden, CFP®.
“At the end of the day, the most important thing to me is you, my clients. When, and if, I decide to retire ten years from now, I want somebody who will care for my clients the same way I would. During the interview process, I found that Summit Wealth Advisors, LLC, and Denver Wealth Management share a lot of the same values.” - Mike Dambeck
The elephant in the room – how will this impact your accounts? Simply put, it won’t. Summit Wealth Advisors and Denver Wealth Management both custody with LPL Financial, meaning your accounts will remain with LPL.
Mike will continue to be your main point of contact and oversee your accounts; however, you will gain the team and resources of Denver Wealth Management. Since opening our doors in 2012, our team has grown to include seven financial advisors, two operations specialists, and three additional support staff.
You may have noticed an increase in communications from Denver Wealth Management over the past year, most of which are either market updates or invitations to upcoming events. Beginning July 1st, 2020, Summit Wealth Advisors will transition to the Denver Wealth Management website, letterhead, email, and other various communication platforms.
Therefore, you can expect to continue receiving communications from Denver Wealth Management via mail and email. To opt-in for weekly financial updates, sign-up for our email club on the right/below.
A LITTLE ABOUT DWM
Zachary Bouck, CIMA®, and Blair Braden, CFP®, co-founded Denver Wealth Management on June 1st, 2012, with a client-first mentality. We aim to understand your long-term financial needs, current situation, and risk tolerance and then work with you to tailor a financial plan that best addresses your goals.
As a full-service firm, we offer wealth-preservation, cash-flow, and risk management resources, and we collaborate with additional experts regarding tax and estate planning.
On behalf of Denver Wealth Management, welcome to the team! We are honored to have Mike and look forward to working with all of you. Please, take a couple of minutes to look around our website, meet the team, and learn more about our process. If you have any questions, do not hesitate to reach out. We are happy and available to help you navigate the transition.
You can reach Michael Dambeck at email@example.com or by phone at (720)-733-7565.
To speak with a Denver Wealth Management team member, call (303) 261-8015.