Eric S. Walters
SUMMIT HILL WEALTH MANAGEMENT
Greenwood Village, CO 80111
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CRD#: 4671811
Professional summary
Eric S. Walters, CFP®, who also goes by Walters S Eric, is a registered financial advisor currently at SUMMIT HILL WEALTH MANAGEMENT, LLC located in Greenwood Village, Colorado.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Eric has worked at 2 firms .
Biography
I help business owners and executives 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.
Question & Answer
What are your service offerings?
Business Succession Planning
Retirement Planning
Tax Planning
Employee and Employer Plan Ben...
Small Business Planning
Comprehensive Financial Planni...
Estate Planning
Retirement Income Management
Investment Planning
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Business Owners
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Walters S Eric
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Eric S. Walters's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
May 25, 2018 - Present
SUMMIT HILL WEALTH MANAGEMENT, LLC
Office #1: 5619 Dtc Parkway Suite 550, Greenwood Village, CO 80111RIA
CRD#: 296740
Greenwood Village, CO
Past
April 7, 2010 - August 31, 2010
WESTPORT RESOURCES MANAGEMENT INC
RIA
CRD#: 105306
WESTPORT, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SH
SUMMIT HILL WEALTH MANAGEMENT, LLC
SILVERCREST WEALTH PLANNING | SUMMIT HILL WEALTH MANAGEMENT, LLC | SILVERCREST WEALTH PLANNING, LLC
CRD#: 296740 / SEC#: 801-132346
RIA
Registered Investment Advisory firm - (4/7/2025 Approved)Colorado
Registered Investment Advisory firm - (4/14/2025 Terminated)Texas
Registered Investment Advisory firm - (4/9/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(5/25/2018)
IAR
Texas(7/26/2024)
Exams
Current Firm
SH
SUMMIT HILL WEALTH MANAGEMENT, LLC
SILVERCREST WEALTH PLANNING | SUMMIT HILL WEALTH MANAGEMENT, LLC | SILVERCREST WEALTH PLANNING, LLC
CRD#: 296740 / SEC#: 801-132346
RIA
Registered Investment Advisory firm - (4/7/2025 Approved)Colorado
Registered Investment Advisory firm - (4/14/2025 Terminated)Texas
Registered Investment Advisory firm - (4/9/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5619 Dtc Parkway Suite 550, Greenwood Village, CO 80111
Mailing Address
Phone number
(720) 773-9297
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 199 |
| AUM (Assets Under Management) | $ 118,071,244 |
Red Flags
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Company Information
SUMMIT HILL WEALTH MANAGEMENT, LLC
CRD#: 296740Greenwood Village, CO 80111TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
