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K2 Summit Wealth, LLC

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United States
Fort Collins, CO
K2 Summit Wealth, LLC

K2 Summit Wealth, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.

Our customized programs are designed to grow and conserve our clients’ wealth by delivering personalized service and expertise. You will find that K2 Summit Wealth is client focused. Our approach is to educate clients, help simplify and organize their financial lives and help create confidence for today and tomorrow. We will take the time to know you and your financial position, only making recomm

endations to you after a thorough analysis and a review of your options. Our success is not measured by statistics, but rather your success in pursuing your goals. K2 Summit Wealth, LLC is an independent financial services firm. This means we are working independently for our clients rather than representing a specific insurance or investment company. We have teamed with Osaic Wealth who is a national independent securities broker/dealer registered with FINRA and SIPC. While financial strength of our broker/dealer is extremely important to our firm, the investment products offered through Osaic Wealth are just as vital. Osaic Wealth provides us with a vast assortment of financial products that are offered through a number of different financial institutions. All of our clients have different financial goals and needs. Having access to a large array of investment choices allows us to customize each client's portfolio specific to them. In order to provide our client’s with a full range of investment opportunities we provide the following services:

Retirement accumulation and distribution plannning, Traditional
IRAs, Roth IRAs, 401Ks, 403Bs, SEP IRAs, Simple IRAs and other Qualified Plan analysis and consolidation
Stretch/Inherited IRA’s
Tax Efficient Investing Programs
Income generation plans
Life Insurance review and recommendations
Long Term Care needs analysis
Social Security Advising
Estate Planning
529 College Savings Plans
Small Business Solutions

To implement the services above we utilize
the following investments and products:

Managed Accounts
Variable Annuities
Fixed Annuities and Fixed Indexed Annuities
Mutual Funds
Exchange Traded Funds (ETF’s)
Unit Investment Trusts (UIT’s)
Real Estate Investment Trusts (Traded and Non-Traded)
Stocks/Bonds
Life Insurance - Permanent and Term
Long Term Care Insurance
529 College Savings Plans
Energy Programs

07/14/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

07/11/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

07/07/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

07/04/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

06/30/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

06/27/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

06/23/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

In the world of finance, the effects of the

06/20/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

06/16/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Address

8010 South County Road 5 Suite 106
Fort Collins, CO
80528

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+19703309858

Website

http://www.k2summitwealth.com/

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