What are some popular wealth management services?

A wealth manager in Lakewood, CO can provide a range of services to help clients manage their finances. From investment management to retirement planning, a wealth manager can help clients achieve their financial goals. Specifically in Lakewood, CO, a wealth manager can also offer expertise in managing the unique challenges and opportunities that come with living in the area. For example, with its proximity to the Rocky Mountains, Lakewood residents may have specific investment opportunities related to outdoor recreation or tourism. Additionally, with a growing population and thriving business community, a wealth manager in Lakewood can help clients navigate the local economy and make strategic investments in local businesses. With their bursty and complex approach to financial planning, a wealth manager in Lakewood, CO can help clients achieve financial success in this dynamic and exciting community.

What are people saying about wealth management services in Lakewood, CO?

Lakewood, CO is the ultimate destination for those looking to get a wealth manager. With its thriving economy and a plethora of investment opportunities, Lakewood is a hub for financial growth. The city is home to a diverse range of industries, including healthcare, education, and technology, which makes it an ideal location for those seeking to invest in various sectors. Furthermore, Lakewood's proximity to Denver, one of the fastest-growing cities in the country, offers residents access to a wide range of financial services and investment opportunities. The city's vibrant culture and community make it an ideal place to live and work, attracting top talent in the finance industry. With its unique blend of urban and suburban living, Lakewood offers residents a high quality of life, making it the perfect place to seek out the services of a wealth manager.

What does a wealth manager do?

A wealth manager in Lakewood, CO is responsible for managing the financial portfolios of high net worth individuals. Their role is to provide customized financial advice and investment solutions that align with their clients' financial goals and risk tolerance. They work with a team of financial experts to analyze market trends and identify investment opportunities that can generate significant returns for their clients. In Lakewood, CO, a wealth manager may also specialize in managing portfolios that include investments in renewable energy, given the city's commitment to sustainable development. The wealth manager's job requires a deep understanding of financial markets, tax laws, and investment strategies, and they must be able to communicate complex financial concepts to clients in a clear and concise manner. Ultimately, the goal of a wealth manager in Lakewood, CO is to help their clients achieve financial security and peace of mind.

When should you get a wealth manager?

Lakewood, CO residents should consider reaching out to a wealth manager when they find themselves in a position to grow their assets and investments. With its prime location nestled near the foothills of the Rocky Mountains, Lakewood offers a unique blend of urban and outdoor living. This presents a complex financial landscape that requires a wealth manager's expertise to navigate successfully. Whether residents are looking to invest in real estate or plan for retirement, a wealth manager can provide the burstiness and complexity required to create a comprehensive financial plan that addresses their unique needs and goals. With the right wealth manager, Lakewood residents can feel confident in their financial future and enjoy all that this vibrant community has to offer.

How do I choose the right wealth manager?

A skilled wealth manager in Lakewood, CO must possess a unique set of qualities to cater to the diverse needs of the community. Firstly, they must have a deep understanding of the local economy and market trends, as Lakewood is a rapidly developing city with a thriving business landscape. Secondly, they must be adept at building strong relationships with their clients, as the people of Lakewood value trust and transparency in their financial dealings. Additionally, a wealth manager must be knowledgeable about the various investment options available to their clients, from traditional stocks and bonds to alternative investments like real estate and commodities. They must also be able to provide customized solutions to their clients' financial goals and risk tolerance, taking into account their unique circumstances and preferences. Lastly, a wealth manager in Lakewood must have a strong ethical compass and be committed to providing unbiased advice, as the community values integrity and honesty above all else.

What are the best wealth management firms in Lakewood, CO?

Lakewood, CO is home to some of the most reputable wealth management firms in the country. These firms offer a wide range of financial services, from investment management to retirement planning, to high net worth individuals and families. What sets Lakewood apart from other cities is its unique blend of natural beauty and urban development. With the Rocky Mountains as a backdrop, Lakewood's vibrant downtown area is a hub for business and entertainment. The wealth management firms in Lakewood take advantage of this unique landscape by offering their clients a holistic approach to financial planning, taking into account both their financial goals and their lifestyle preferences. The result is a personalized and comprehensive wealth management experience that is second to none.

How do wealth managers get paid?

Wealth managers in Lakewood, CO get compensated through various methods, including commissions, fees, and a combination of both. Commission-based compensation involves earning a percentage of the client's assets under management, while fee-based compensation is a flat fee charged to the client for the wealth management services provided. In Lakewood, CO, a common way for wealth managers to get compensated is through performance-based fees, where they receive a percentage of the client's investment gains. This is due to the city's thriving business environment, which attracts high-net-worth individuals and entrepreneurs seeking to grow their wealth. As a result, wealth managers in Lakewood, CO must stay abreast of the latest investment trends and strategies to provide their clients with the best possible returns.

Find the Best Wealth Management Services in Lakewood, CO

Name: Summit Wealth Group
Address: 141 Union Blvd #270, Lakewood, CO
Telephone: (303) 645-4679

Connect With a Wealth Manager

List of Firms

Lakewood, CO Wealth Management Firms

Summit Wealth Group

SEC File# 801-107026

CRD# 282205

5 out of 5

141 Union Blvd #270, Lakewood, CO 80228, USA

(303) 645-4679

http://www.summitwealthgroup.com/

Directions

Financial Security Management

SEC File# 801-81072

CRD# 116570

5 out of 5

2535 S Lewis Way STE 201, Lakewood, CO 80227, USA

(303) 988-1411

http://www.fsm-inc.com/

Directions

Where Wealth Management Advisors in Lakewood, CO Serve

Lakewood, CO is a thriving city nestled in the foothills of the Rocky Mountains, boasting a plethora of landmarks and attractions that attract visitors from all over the world. From the iconic Red Rocks Amphitheatre to the picturesque Bear Creek Lake Park, there's no shortage of natural beauty to explore in this vibrant community. In terms of top employers, Lakewood is home to a diverse range of industries, including healthcare, education, and technology. Some of the biggest names in the area include St. Anthony Hospital, Jefferson County Public Schools, and Terumo BCT, all of which provide ample job opportunities for locals and newcomers alike. When it comes to getting around, Lakewood is well-connected to the rest of the Denver metropolitan area via major highways like I-70 and US-6. Additionally, the city boasts a comprehensive network of local streets and roads, making it easy to navigate and explore different neighborhoods.

Nearby Locations

Adams County, CO Arapahoe County, CO Arvada, CO Aspen, CO Aurora, CO Avon, CO Boulder County, CO Boulder, CO

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lakewood, CO can benefit from a bank in many ways. For instance, a bank can provide loans for home improvement projects, which are especially important in a city with a high percentage of older homes. Additionally, residents can take advantage of the bank's financial planning services to help them save for their children's education or retirement. With the city's proximity to the Rocky Mountains, many residents enjoy outdoor activities such as hiking and skiing. Therefore, a bank can offer investment options that cater to these interests, such as mutual funds that invest in outdoor recreation companies. Moreover, a bank can provide small business loans to support the city's growing entrepreneurial community. Overall, a bank can offer a range of financial services to help residents of Lakewood, CO achieve their goals and improve their financial wellbeing.

Insurance Broker

Residents of Lakewood, CO can greatly benefit from the services of an insurance broker. With the city's rapidly growing population and diverse demographics, navigating the complex world of insurance can be daunting. An insurance broker can help residents find the right coverage for their unique needs, whether it's for home, auto, health, or business insurance. They can also assist with claims and provide guidance on how to maximize coverage while minimizing costs. Additionally, with Lakewood's proximity to the Rocky Mountains and its reputation as an outdoor enthusiast's paradise, insurance brokers can help residents find specialized coverage for activities such as skiing, hiking, and mountain biking. With an insurance broker's expertise, residents can rest assured that they have the right coverage to protect themselves and their assets in the event of an unexpected incident or emergency.

Retirement Planning

Residents of Lakewood, CO can benefit from the guidance of a retirement planner in several ways. First and foremost, Lakewood is home to a large number of retirees who need help in managing their finances and investments. A retirement planner can assist in creating a personalized retirement plan that takes into account the unique needs and goals of each individual. Additionally, Lakewood is known for its outdoor recreation opportunities, which can be expensive. A retirement planner can help retirees budget for these activities and ensure that they have enough funds to enjoy their golden years to the fullest. Moreover, Lakewood has a diverse population, including many immigrants and non-native English speakers. A retirement planner who is fluent in multiple languages can help these individuals navigate the complexities of retirement planning and ensure that they are making informed decisions about their finances. Overall, a retirement planner can provide invaluable support to the residents of Lakewood, CO as they navigate the often overwhelming world of retirement planning.

Financial Advisor

Residents of Lakewood, CO could benefit from the services of a financial advisor in a variety of ways. For example, a financial advisor could help Lakewood residents navigate the local real estate market, which has been experiencing significant growth in recent years. With a population of over 150,000 people, Lakewood has become a popular destination for families and young professionals alike, leading to a surge in demand for housing. A financial advisor could assist residents in finding the right mortgage, negotiating a fair price, and ensuring that their investment is financially sound. Additionally, Lakewood is home to a number of small businesses, and a financial advisor could help these entrepreneurs with everything from budgeting and cash flow management to tax planning and retirement savings. By working with a financial advisor, residents of Lakewood can gain the knowledge and expertise they need to make smart financial decisions and achieve their long-term goals.

Mortgage Loan Officer

Residents of Lakewood, CO would greatly benefit from the expertise of a mortgage loan officer. With the city's growing population and diverse housing market, navigating the mortgage process can be daunting. A loan officer can provide guidance on the various loan options available, including those specific to the Lakewood area such as the CHFA program for first-time homebuyers. Additionally, with the city's proximity to the Rocky Mountains and outdoor recreation opportunities, a loan officer can assist residents in securing loans for vacation homes or investment properties. Furthermore, with Lakewood's commitment to sustainability and eco-friendly living, a loan officer can provide information on green financing options for energy-efficient homes and upgrades. Overall, a mortgage loan officer can simplify the complex process of homeownership in Lakewood and help residents achieve their dreams of owning a home in this vibrant community.

Tax Services

Residents of Lakewood, CO can greatly benefit from the services of a tax advisor in a variety of ways. One specific example is navigating the complex tax laws surrounding the city's booming cannabis industry. With over 100 licensed marijuana businesses in Lakewood, tax advisors can help business owners stay compliant with state and federal tax regulations while maximizing their deductions. Additionally, tax advisors can assist residents with tax planning, minimizing tax liabilities, and ensuring they are taking advantage of all available tax credits and deductions. For those facing an audit or other tax-related issues, a tax advisor can provide expert representation and guidance. Overall, a tax advisor can help residents of Lakewood, CO navigate the often-confusing world of taxes, saving them time, money, and potential legal troubles.

Estate Planning Lawyer

Residents of Lakewood, CO can benefit from the assistance of an estate planning lawyer in a multitude of ways. One specific example is the lawyer's ability to help residents navigate the complex probate process in Colorado. With its unique laws and regulations, the probate process in Lakewood can be confusing and overwhelming for those who are unfamiliar with it. An estate planning lawyer can provide guidance and support to ensure that the process is handled correctly and efficiently. Additionally, the lawyer can assist residents in creating a comprehensive estate plan that includes wills, trusts, and other important documents to protect their assets and ensure that their wishes are carried out after they pass away. With the help of an estate planning lawyer, residents of Lakewood can have peace of mind knowing that their loved ones will be taken care of and their assets will be distributed according to their wishes.

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