Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. 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.
Request a consultation

Areas of focus

  • Family Finances
  • Investments
  • Retirement Planning Strategies

Awards & recognition

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

Community participation

2021 National Day of Service at Denver's Food Bank of the Rockies
2021 National Day of Service at Denver's Food Bank of the Rockies

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
  • American Foundation for Suicide Prevention - Annual Out of the Darkness Community Walk
  • Douglas County Partners - Mentoring Kids to a Better Future
  • 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.