Wealth Management in Summit County, CO

We did the hard work of finding trustworthy partners in Summit County, CO. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Summit County, CO Wealth Management Firms

Meridian Wealth Management
SEC File# 801-76586
CRD# 161144
Location 4430 Arapahoe Ave # 200, Boulder, CO 80303, USA
Phone (720) 274-1656
Language https://meridianteam.com/
Directions
Emerald Peak Wealth Management at Raymond James
Location 1881 9th St Ste 250, Boulder, CO 80302, USA
Phone (303) 448-7120
Language https://www.raymondjames.com/emeraldpeak
Directions
Wealth Management Services
SEC File# 801-108376
CRD# 284987
Location 610 Main St # 13, Frisco, CO 80443, USA
Phone (970) 668-5700
Language http://xmlfg-w.com/
Directions
Peak Asset Management LLC
SEC File# 801-52118
CRD# 106944
5 out of 5
Location 1371 Hecla Dr A, Louisville, CO 80027, USA
Phone (303) 926-0100
Language https://peakam.com/
Directions
Wealth Management in Summit County, CO

Where Wealth Management Advisors in Summit County, CO Serve

Summit County, located in the heart of the Rocky Mountains, is a breathtakingly beautiful destination that boasts an array of landmarks and attractions. From the snow-capped peaks of Breckenridge to the shimmering waters of Lake Dillon, there is no shortage of natural wonders to explore. The county is also home to a number of top employers, including Vail Resorts, Copper Mountain Resort, and the Summit School District. Major highways such as I-70 and US-6 provide easy access to the area, while streets like Main Street in Breckenridge and Frisco's Main Street offer charming shopping and dining experiences. Neighborhoods like Keystone and Silverthorne offer a variety of housing options, from cozy cabins to luxurious mountain retreats. Whether you're looking for outdoor adventure, cultural experiences, or a peaceful retreat, Summit County has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Summit County, CO can benefit greatly from a bank in various ways. Firstly, the bank can provide loans to individuals who are looking to purchase a home in the area. This is particularly helpful as Summit County is known for its high cost of living and limited housing options. Additionally, the bank can offer investment opportunities to residents who are looking to grow their wealth. With the county's booming tourism industry, investing in local businesses can be a lucrative option. Moreover, the bank can provide financial advice to residents who may be struggling with debt or looking to save for their future. This is especially important as Summit County has a large population of retirees who may need guidance on managing their finances. Overall, a bank can play a vital role in helping the residents of Summit County, CO achieve their financial goals and improve their quality of life.

Insurance Broker

Summit County, CO is a region that offers a variety of outdoor activities, including skiing, snowboarding, and hiking. Insurance brokers can help residents of Summit County, CO by providing them with coverage for these activities. They can also help residents find affordable health insurance plans that cover emergency medical expenses, which can be particularly important for those who enjoy outdoor activities. Additionally, insurance brokers can assist residents in finding coverage for their homes and vehicles, which is especially important in a region with harsh winter weather conditions. With the help of an insurance broker, residents of Summit County, CO can rest assured that they are protected against the unexpected and can continue to enjoy all that the region has to offer.

Retirement Planning

Residents of Summit County, CO could greatly benefit from the expertise of a retirement planner. With the county's high cost of living and limited job opportunities, it can be difficult for individuals to save enough for retirement. A retirement planner can help guide residents towards smart investment strategies and create personalized plans to meet their unique financial goals. Additionally, Summit County's tourism-driven economy can be unpredictable, making it crucial for residents to have a solid retirement plan in place. A retirement planner can help residents navigate the complexities of social security and Medicare, as well as provide guidance on tax-efficient savings strategies. With the help of a retirement planner, residents of Summit County can feel confident in their financial future and enjoy their retirement years without financial stress.

Financial Advisor

Summit County, CO is a beautiful place to live, but it can also be quite expensive. That's why many residents turn to financial advisors for help managing their money. A financial advisor can help Summit County residents save for retirement, invest in the stock market, and plan for their children's education. They can also help residents navigate the complex world of taxes, which can be especially challenging in Summit County, where property taxes are high and the cost of living is steep. Additionally, a financial advisor can help residents plan for unexpected expenses, such as medical bills or home repairs, which can be particularly challenging in a mountain town where services can be limited and prices can be high. Overall, a financial advisor can help Summit County residents achieve their financial goals and make the most of their hard-earned money.

Mortgage Loan Officer

Residents of Summit County, CO would greatly benefit from the expertise of a mortgage loan officer in a number of ways. Firstly, the county is known for its high cost of living, particularly in the resort towns of Breckenridge and Vail. A mortgage loan officer can assist residents in finding the best loan options to fit their unique financial situations and help them navigate the complex process of purchasing a home in this competitive market. Additionally, Summit County is a popular destination for second home buyers and vacation rental properties. A mortgage loan officer can provide guidance on investment properties and help residents maximize their investment potential. With the ever-changing housing market, a mortgage loan officer can also provide up-to-date information on interest rates and lending regulations, ensuring that residents are making informed decisions about their financial future.

Tax Services

Residents of Summit County, CO could benefit greatly from the services of a tax advisor. With a high cost of living and a large number of second homes in the area, navigating the tax code can be a daunting task. A tax advisor can help residents maximize their deductions and credits, ensuring they pay the least amount of taxes possible. Additionally, with the recent passage of Colorado's new tax laws, a tax advisor can help residents understand how these changes will affect them and their finances. Furthermore, with a large number of small businesses in the area, a tax advisor can provide guidance on tax planning and compliance, ensuring businesses stay in compliance with the ever-changing tax laws. Overall, a tax advisor can provide invaluable assistance to residents of Summit County, CO, helping them navigate the complex world of taxes and keep more of their hard-earned money.

Estate Planning Lawyer

Residents of Summit County, CO can benefit from the services of an estate planning lawyer in various ways. Firstly, the lawyer can assist in drafting a will that clearly outlines the distribution of assets to beneficiaries. This is especially important in Summit County, CO, where the high cost of living and the prevalence of second homes and vacation properties can complicate estate planning. Secondly, the lawyer can help clients establish trusts to protect their assets and minimize tax liabilities. This is particularly relevant in Summit County, CO, where the tourism industry and the influx of wealthy individuals can result in complex financial situations. Lastly, the lawyer can advise clients on how to plan for incapacity and end-of-life care, ensuring that their wishes are respected and their loved ones are taken care of. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Summit County, CO, helping them navigate the complexities of estate planning and achieve peace of mind.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a skilled wealth manager in Summit County, CO are multifaceted and complex. These services are tailored to the unique needs of high-net-worth individuals and families residing in Summit County, CO. The wealth manager's primary focus is on creating a comprehensive financial plan that encompasses all aspects of their client's financial situation, including investment management, estate planning, tax planning, and risk management. One specific aspect of wealth management in Summit County, CO is the management of assets related to outdoor recreation. Summit County is home to some of the best skiing, hiking, and mountain biking trails in the country, and many high-net-worth individuals own assets such as vacation homes, rental properties, and recreational vehicles in the area. A skilled wealth manager in Summit County, CO can provide specialized services to manage these assets and ensure that they are being utilized to their fullest potential.

Summit County, CO is the ultimate destination for individuals seeking the services of a wealth manager. This county is a hub of economic activity, with numerous businesses and industries thriving in the area. The region's diverse economy, ranging from tourism to real estate, provides a wealth of opportunities for investment and financial growth. Additionally, Summit County boasts a rich cultural heritage, with a vibrant arts scene and numerous festivals and events throughout the year. The county's stunning natural beauty, including the majestic Rocky Mountains and sparkling blue lakes, makes it a popular tourist destination and a prime location for outdoor recreation. With such a dynamic and thriving community, Summit County provides the perfect setting for a wealth manager who can help clients navigate the complex financial landscape and achieve their financial goals.