Summit Wealth Strategies, LLC

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 benefi