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

2023 National Day of Service at Food Bank of the Rockies - 11.3.23
2023 National Day of Service at Food Bank of the Rockies - 11.3.23

Our team members participate in several organizations including non-profit within our community volunteering and sponsoring.

  • Ameriprise National Day of Service - support and participate annually
  • Food Bank of the Rockies - team and client warehouse volunteer
  • Invest-in-Kids Jane-A-Thon - team ski/snowboard fundraising
  • American Foundation for Suicide Prevention - Annual Out of the Darkness Community Walk
  • Denver Metro Partners-a local nonprofit organization
  • Member, Entrepreneurs' Organization
  • Volunteer High School Teacher, Junior Achievement
  • Prior Affiliate Faculty, Finance Dept, Metro State (Whitney Grimm)

Honored to be recognized in AdvisorHub magazine

Congratulations, Whitney Grimm, for being included on the 2022 AdvisorHub Fastest Growing Advisors to Watch list. All of us at Summit Wealth Management are proud of this tremendous recognition, as it reflects our shared commitment to helping our clients feel confident, connected and in control of their financial lives. A sincere thank you to our clients for your continued trust and to AdvisorHub magazine for the recognition.