Eric Walters, CFP®, CFA Summit Hill Wealth Management

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About Eric Walters, CFP®, CFA

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.

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Recently Published

2020 Election Outlook - Planning for Potential Tax Changes

October 14, 2020

Who will win the Presidential Election and control congress? This is an important question for wealthy investors and taxpayers because it could have a major impact on their current and future tax bills. Because tax policy is so politically charged, neither candidate is likely to accomplish much without his party’s full control of congress. If Joe Biden becomes president and has a Democratic Congress behind him there could be extraordinary changes in tax policy. Based on Biden’s proposals these changes could mean significantly higher taxes for wealthy taxpayers. These taxpayers may want to contact their tax advisor and estate attorney now to discuss taking action.

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A Tale of Three Epidemics and What They Mean for Investors

May 26, 2020

It seems the COVID-19 Coronavirus is affecting every facet of life since it emerged as a global pandemic in 2020.  It dominates news coverage and daily conversation.  While this pandemic is the subject of intense scrutiny and interest, we believe that there are two additional but largely invisible epidemics affecting the world and impacting businesses, jobs, investments, and lives: the narrative of negativity and the epidemic of isolation. While COVID-19 is a physical epidemic, the other two may be just as important for investors who want to navigate the volatile stock market and achieve their long-term goals.  

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How the CARES Act Expands Options for Employers and their Qualified Retirement Plans

April 24, 2020

The lockdowns in response to the Coronavirus will likely have a strong negative impact on a large number of businesses and employees across the United States.  Many employees may be facing economic hardship as a result of school closures or the loss of income of a spouse or partner.  The Coronavirus Aid, Relief, and Economic Security Act (CARES) contains numerous provisions to help employee participants of qualified retirement plans. These provisions are optional for plan sponsors and they may adopt whichever provisions they choose.

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Ideal Clients

  • Business Owners
  • Entrepreneurs
  • Retirement Planning

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Quarterly Fee: $1,250+/qtr
  • Flat Fee: $5,000+/engagement
  • Hourly Fee: $250+/hr
  • AUM: 1.10%

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