SummitView Advisors

05/09/2026

05/09/2026

Erin Crowley Qi with asset preservation and I had a great trip to Montrose and Grand Junction recently. Erin teaches Wonderful 1031 exchange continuing education classes to realtors and others. We were hosted by the Montrose area, realtors group and abstract and title!

It was wonderful and I am now planning an event in Grand Junction on Wednesday, May 20 at Mafia Princess winery for both happy hour and lunch! If you’re interested in learning more about how we help realtors unlock listings I hope you can attend!

03/10/2026

Hey, real estate enthusiasts! If you're in Colorado, you won't want to miss our event this Thursday, March 12. Erin Crowley of API and I are co-hosting a complimentary Happy Hour at Apres Governors Park in Denver, with plenty of good food and drink. Come check it out!

12/24/2025

Wishing you and yours a very Merry Christmas and Happy New Year from SummitView Advisors! We can't wait to make 2026 great together.

04/10/2025

Spring has officially sprung, and our office is buzzing with excitement! 🌼🌿 We're thrilled to see these cheerful daffodils blooming in front of our entrance, reminding us of growth and new beginnings.
Just like these daffodils, we love helping our clients blossom with their financial goals. Whether you're planning for retirement or contemplating the sale of a real estate investment, our team is here to help your financial garden flourish.
Let's celebrate the season of growth together! 🌸

02/25/2025

Brrr! Colorado’s been hit with quite the cold spell, but Honey doesn’t seem to mind one bit! ❄️☃️ Here she is, happily splooting in the snow! 🐾💕

02/18/2025

We had an absolutely delightful time celebrating Valentine's, Galentine's, and Palentine's Day with all our wonderful guests at Rodizio Grill Brazilian Steakhouse! THANK YOU for all who joined us and made the evening unforgettable. Your presence and enthusiasm truly made it special. We hope to see you all at our future events—stay tuned for more exciting moments together!

02/14/2025

We're raising our teacups for a special Galentine's Day celebration! 🎉☕️ Our Ladies Landlord Group delighted in an Afternoon Tea Party at the Duchess Tea Room in Fort Collins. What a unique and memorable experience with a wonderful group of women!

01/09/2025

It’s official! Summitview Advisors moved to 4700 South College Ave! Come see us in our new space!! It’s perfectly suited to our needs and yours!

11/28/2024

This Thanksgiving, we want to express our gratitude to our wonderful clients. We are truly thankful for the opportunity to work with each of you and to be part of your financial journey. Wishing you a warm and joyous holiday with family and friends. Happy Thanksgiving from SummitView Advisors!