Summation Wealth Group
Company

Summation Wealth Group

Financial Services Colorado Springs, Colorado, United States 12 employees
Employees
12
Contacts
4
Emails
4
Phones
2
summationwealthgroup.nm.com LinkedIn

Summation Wealth Group Overview

Headquarters
Colorado Springs, Colorado, United States
Website
summationwealthgroup.nm.com
Industry
Financial Services
Employees
12
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Colorado Springs

About Summation Wealth Group

At Summation Wealth group, we help business owners, entrepreneurs, and legacy-focused families create financial independence. We work with you to curate a financial plan infused with your unique goals and your vision at the forefront.

Summation Wealth Group Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Summation Wealth Group Org Chart

Sample employees and titles
Name Title Contact
Amandine Habben Practice Manager at Summation Wealth Group
Email Phone
Benjamin Harvey, Cfp®, Cpwa®, Clu®, Chfc® Private Wealth Advisor - Founder at Summation Wealth Group - 2023 Forbes Best-in-state Advisor
Email Phone
Mike Wechter, Cfp®, Chfc®
Email
Shonn Campbell Trader & Investment Specialist
Email

Employees by Management Level

Executive 1 profile
Manager 1 profile
Individual contributor 1 profile

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