Summit Wealth Group
Summit Wealth Group is a wealth management and financial advisory firm whose vision was born out of a simple desire to enable you reach your fullest financial and personal potential. What is at the heart of Summit Wealth Group? Simply put, it's you! It is about your hopes, dreams, and aspirations. It is about being at our best so you can be at your best.
Our fee-based financial planning is unique in that our team of financial advisors, Certified Financial Planners (CFP®), tax professionals, accounting professionals and planning department, all work together to provide holistic financial planning and wealth management completely tailored to your unique situation.
As an independent financial advisory firm, we can make recommendations in a way that allows us to sit on the same side of the table as our clients without a bank, wirehouse, insurance company or some impersonal wall street firm influencing our decisions.
We are headquartered in Colorado Springs, CO and have branch offices in 4 states and 7 cities: Lakewood, CO, Lone Tree, CO, Madison, MS, Memphis, TN, Meridian, MS, and Scottsdale, AZ, making it possible for us to serve clients anywhere in the country.
Our clients have significant goals; goals that are the real reason for investing and planning. Choosing to partner with Summit Wealth Group, either on a personal or business level, is choosing to allow us to come alongside you to help navigate your path to a better, more secure future.