Eric Walters
CFA®, CFP®
Summit Hill Wealth Management
Managing Director
Eric Walters
CFA®, CFP®
Summit Hill Wealth Management
Managing Director
As a fee-only financial planner to successful business owners, executives and retirees, my focus is to offer unbiased financial advice to help you achieve your life goals. - Eric Walters, CFA®, CFP®
Fee-Only financial planner located in Greenwood Village, CO, serving clients locally and across the country
Eric Walters is a Greenwood Village, CO fee-only financial planner. Summit Hill Wealth Management provides comprehensive wealth planning and sophisticated investment management to help business owners, executives, and near-retirees in the Denver area and across the country organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Eric Walters is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Eric Walters is the Managing Partner and co-Founder of Summit Hill Wealth Management and loves his work. He’s helped affluent clients protect and grow their wealth through financial planning and investment management since 2006. Prior to founding Summit Hill Wealth Management Eric was a Senior Director and Team Leader at BNY Mellon Wealth Management and helped lead their Rocky Mountain region.
Eric Walters and Summit Hill Wealth Management are frequently quoted by some of the most reputable financial news outlets in the country. Read more here.
Eric graduated Magna Cum Laude from Columbia University and has multiple professional designations and affiliations
Eric Walters is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Summit Hill Wealth Management is the premier fee-only financial advisory firm for Business Leaders in the Rocky Mountain Region.
Our purpose is to help business owners and executives transform their equity ownership into a personal balance sheet that gives them the lifestyle they want. We believe that wealth is most meaningful when it aligns with one’s values and is used to care for family, loved ones, and to make a positive impact in the world. Our unique SecureWealth Process helps clients:
- Create a plan for their complex wealth
- Enjoy their lifestyle without fear
- Prepare their loved ones to steward wealth
- Create a personal legacy
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Exit Planning for Business Owners
- Executive Compensation
Ideal Clients
- Retirees and Near Retirees
- Business Owners
- Executives
- Entrepreneurs
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Eric Walters is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Eric Walters is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Eric Walters is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Eric Walters is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Eric Walters is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Eric Walters is Quoted on Kiplinger: "How to Build (or Rebuild) Wealth"
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Eric Walters is Quoted in ThinkAdvisor: "How 8 Advisors Would Respond to Sanders' Estate Tax Hike: Advisors' Advice"
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Eric Walters is Quoted in ThinkAdvisor: "14 Big Social Security Mistakes Clients Make: Advisors’ Advice"
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Eric Walters is Quoted in ThinkAdvisor: "Secure Act 2.0 Rules Leave Ed Slott, Advisors Puzzled"
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Eric Walters is Quoted on TheStreet.com: "How Advisers Provide Investors with Downside Protection"
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Eric Walters is Quoted in MarketWatch: "What the Federal Reserve inflation policy means for your retirement savings"
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Eric Walters is Quoted on CNBC: "THE BEGINNER’S GUIDE TO INVESTING Pinterest and Zoom have had exciting IPOs—here’s what to know if you’re thinking of investing"
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Eric Walters is Quoted in USA Today: "Recession watch: 6 financial moves to make when the economy slows down"
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Eric Walters is Quoted on Wall Street Italia: "Bitcoin e criptovalute"
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Eric Walters is Quoted on TheStreet.com: "Why Financial Advisers Are Wary of Cryptocurrency"
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Eric Walters is a Board Member for Arma Dei Academy
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Eric Walters is Quoted on TheStreet.com: "Financial Planners Teaching Clients There's More to Money Than Stock Returns"
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Eric Walters is Quoted in Financial Planning Magazine: "‘Nothing stopping’ Google from entering wealth management"
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Eric Walters is Quoted in Denver Business Journal: "Wealth managers for Colorado's most affluent families are hiring a new type of professional: therapists"
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Eric Walters is Quoted in MarketWatch: "This person knows all your secrets — and it’s not your shrink or spouse"
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Eric Walters is Quoted on I Luv Money: "You Have A Two-Way Street Relation When It Comes To Your Finance Advisor"
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Eric Walters is Quoted on CNBC: "If you live with your partner and are unmarried, this is what happens when you die"
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Eric Walters is Quoted in InvestmentNews: "The Growth of Factor Based Investing"
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Eric Walters is Quoted on Wealth Advisor: "The Kinds of Clients Financial Planners Should Avoid"
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Eric Walters is Quoted on The Online Tax Guy: "Are you hiding these things from your financial advisor? If so, it’s a bad idea"
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Eric Walters is Quoted in ThinkAdvisor: "How to Invest With an Inverted Yield Curve"
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Eric Walters is Quoted on Global Financial Market Review: "Millennials Who Live With Mom And Dad Will Need $10,000 To Move Out"
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Eric Walters is quoted on FPA of San Diego: "CONSUMER ARTICLE FROM THE FPA: A NO-BULL BEAR MARKET SURVIVAL GUIDE FOR INVESTORS"
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Eric Walters is Quoted on Finch Captial's Blog: "Apple’s new credit card keeps advisors guessing"
Contact Eric Walters
Office Locations:
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5445 DTC Parkway
PH4
Greenwood Village, CO 80111
