Summit Wealth Group has merged with Cook Financial Associates. Read More.

Summit Wealth Group

is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential.

What is at the heart of Summit Wealth Group? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about being at our best so our clients can be at their best.
Our clients have significant goals; goals that are the real reason for investing and planning. By partnering with Summit Wealth Group, these goals come into focus through effective planning, as we custom-tailor financial strategies to help make these dreams a reality.

"It's about freedom; freedom to pursue passions and dreams."
                     - Randy Morris, CEO

 
Featured Content: Latest Article and Market Commentaries

The ABCs of Finance: Tips and Tools for Raising a Smart Investor: By introducing sound financial habits at an early age, you'll give your child a head start on the path to becoming an informed investor.

View the Featured Article

Last Updated: 02/06/12



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