Summit Wealth Advisors, LLC Joins Denver Wealth Management, Inc.
If you are trying to reach Michael Dambeck and Summit Wealth Adviors, you're 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 team in order 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
How will this affect you?
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. In the eight years since opening doors, 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 Us
Denver Wealth Management was founded by Zachary Bouck, CIMA®, and Blair Braden, CFP®, on June 1st, 2012 with a client-first mentality. We aim to understand your long-term financial needs, your current situation, and your risk tolerance, then work with you to tailor a financial plan that best addresses your goals.
As a full-service firm, we offer resources for wealth, cash-flow, and risk management, 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 firstname.lastname@example.org or by phone at (720)-733-7565.
To speak with a Denver Wealth Management team member, call (303) 261-8015.