About Us
Contact Us
Our Mission
At Summit Point Wealth Management, we believe in having a positive impact on the lives of those around us—our family, friends, clients, and other members of the community.
Our mission is to get to know and understand you; your needs, wants, and goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
The Summit Point Difference
We believe our clients should never feel overwhelmed when seeking financial advice, which is why we always make sure that you know you're our #1 priority. From our first conversation with you, our goal is to make you feel comfortable in your decision to work with us. This means talking over your current financial status, helping you determine which investment options are best for you, and checking in with you often to ensure you are still comfortable with your financial planning decisions.
Meet Curtis
Casey Walker
LPL Investment Advisor Representative
435-578-0714
Casey Walker – Summit Point Wealth Management and Walker Investments LPL Investment Advisor Representative Casey is a licensed life and disability insurance agent and a Investment Advisor Representative with LPL Financial. Casey entered...
Curtis Willardson
Financial Advisor
385-327-4069
As a Certified Financial Planner (CFP), with over 37 years of wealth building and protecting experience, I am passionate about helping you achieve your financial goals and desires.
Kraig Burlingame
LPL Investment Advisor Representative
435-578-0714
Outside Partner Resources*
Steve Skabelund, Attorney at Law
Mr. Skabelund is one of Utah's premier estate planning attorneys. Over his 30 year career, he has served over 10,000 estate planning clients. His expertise has helped many families plan for what matters most. His services include drafting wills, trusts, powers of attorney and other basic estate planning documents. He also has provided advanced asset protection services for many clients throughout the state of Utah. Some of these services include drafting and implementing asset protection trusts, forming limited liability companies (LLCs), creating irrevocable trusts, and other similar asset protection tools.
Charles M Ball. CPA
Charles M. Ball, CPA assists taxpayers and small businesses with taxes. Whether you are an individual or a local business, Charles has over 29 years of valuable experience as an IRS registered tax preparer. He will help you with tax preparation, tax planning, estate and trust taxes, and so much more.
Joe Coccimiglio, Insurance
Joe has been selling insurance and managing accounts since 2007. He earned his Bachelor of Science in International Studies at the University of Utah. Since graduation He has continued his education and has earned the prestigious Certified Insurance Counselor designation. Joe prides himself on his in-depth knowledge of both commercial and personal lines policies. One of his top priorities is that his clients are happy that they’re insured with him AFTER a claim. He doesn’t try to be the cheapest agent out there, but rather, strives to make sure that his clients are well protected to avoid lawsuits from devastating their lives and livelihood.
*These memebers are not registered LPL Representatives and LPL is not affiliated with the named representative. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.