Have you recently realized a million dollars or more of capital gains?  If so, Shawn offers a tax mitigation strategy for you.

303-954-8141

Summit Wealth Strategies

Have you recently realized a million dollars or more of capital gains?&nbsp; If so, Shawn offers a tax mitigation strategy for you.
303-954-8141
<a href="https://gosummitwealth.com">Summit Wealth Strategies</a>

You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Every two weeks, Shawn O’Keefe of Summit Wealth Strategies™ in Denver, Colorado and Minnetonka, MN, discusses the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies™.

Visit us online!

Investment advisory products and services made available through Summit Wealth Asset Management (SWAM), a Registered Investment Adviser doing business as Summit Wealth Strategies, LLC.

The Retirement Summit

Tax Strategy For Recent Asset Liquidation

Shawn offers a mitigation strategy for those with one million or more in capital gains exposure.

303-954-8141

Summit Wealth Strategies

Shawn offers a mitigation strategy for those with one million or more in capital gains exposure.
303-954-8141
<a href="https://gosummitwealth.com">Summit Wealth Strategies</a>

Deferred Tax Strategy For Imminent Asset Liquidation

Shawn holds a candid discussion on the state of the monetary system.  He explains why his goal is not just beating the S&P 500 but facing the challenges presented by the U.S. dollar’s dilution. Shawn talks about a high-tech weighing strategy which he calls a strategic necessity to capture the most productive parts of the global economy.

303-954-8141

Summit Wealth Strategies

 

Shawn holds a candid discussion on the state of the monetary system.&nbsp; He explains why his goal is not just beating the S&amp;P 500 but facing the challenges presented by the U.S. dollar&rsquo;s dilution. Shawn talks about a high-tech weighing strategy which he calls a strategic necessity to capture the most productive parts of the global economy.
303-954-8141
<a href="https://gosummitwealth.com">Summit Wealth Strategies</a>
&nbsp;

The Broken Monetary System

Shawn talks about how many investors are using tools from a 1990s playbook in a 2026 economy.  He explains why we need to define “risk-off” differently.  He dives into the liquid bond approach utilizing vehicles that are tailored to specific liquidity needs.

303-954-8141

Summit Wealth Strategies

Shawn talks about how many investors are using tools from a 1990s playbook in a 2026 economy.&nbsp; He explains why we need to define &ldquo;risk-off&rdquo; differently.&nbsp; He dives into the liquid bond approach utilizing vehicles that are tailored to specific liquidity needs.
303-954-8141
<a href="https://gosummitwealth.com">Summit Wealth Strategies</a>

Tax Strategy For Recent Asset Liquidation

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