Eric Walters
Advisor at Summit Hill Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Summit Hill Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
I help business owners, executives and retirees protect and grow their assets through financial planning and investment management. I provide comprehensive wealth planning to protect what you've earned, grow your assets, and enjoy your lifestyle.
I'm passionate about helping business leaders and owners create a plan to convert their illiquid business and equity interests into a lifestyle they love. For over fourteen years I've worked with business owners and executives to help them reach their goals, reduce their risks, and invest appropriately so they have a clear path towards financial security and retirement.
Our comprehensive planning addresses taxes, planning for when you will step away from or sell your business, strategies to deal with concentrated and illiquid equity, investment planning, retirement, insurance needs, and estate planning. We also help parents and grandparents with education planning.
Prior to founding Summit Hill I helped lead the Rocky Mountain Region for a national Trust Bank. I am a Certified Financial Planner (r) and Chartered Financial Analyst charterholder. I studied Philosophy and Economics at Columbia University.
I'm passionate about helping to make our world a better place and am honored to serve on the board of Arma Dei Academy. I also enjoy the outdoors through cycling, mountain biking, camping, and kayaking.
AUM: 1.10%
Flat: $5,000+/engagement
Hourly: $250+/hr
Quarterly: $1,250+/qtr
Summit Hill Wealth Management, LLC
2018 - Present (8 years)
Bny Mellon Wealth Management
2010 - 2018 (8 years)
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