Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Family Finances
  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Intergenerational Planning
  • Retirement Income Strategies
  • Charitable Giving
  • Estate Planning Strategies

Awards & recognition

  • Summit Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Summit Wealth Management, Ameriprise Client Experience Award, 2020 - 2023
  • Summit Wealth Management, Ameriprise Ultimate Digital Excellence Award , 2023
  • Whitney W Grimm, Forbes Best-in-State Wealth Advisors, 2018 - 2024
  • Whitney W Grimm, Ameriprise Circle of Success, 2009 - 2023
  • Whitney W Grimm, AdvisorHub Fastest Growing Advisors to Watch, 2022
  • Whitney W Grimm, Five Star Wealth Manager, 2012 - 2021
  • Whitney W Grimm, Ameriprise Chairman's Advisory Council, 2015

Community participation

2024 National Day of Service at Food for Thought Denver
2024 National Day of Service at Food for Thought Denver

Summit Wealth Management and our team members invest time, talent and resources in service to local organizations:

  • Entrepreneurs' Organization, Member
  • Junior Achievement, Volunteer High School Teacher
  • Metro State University, Finance Dept., Prior Affiliate Faculty (Whitney Grimm)
  • American Foundation for Suicide Prevention Annual Out of the Darkness Community Walk

Honored to receive recognition

All of us at Summit Wealth Management are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Summit Wealth Management team and the great experience we work so hard to provide our clients every day.

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