Summit Wealth Group's Scottsdale branch opened in the summer of 2014 in the Northeast valley. Our CEO, Randy Morris, works from our Scottsdale branch and regularly sees his Arizona clients at this location.
If you are located anywhere near Scottsdale or the surrounding areas, we would encourage you to give us a call to set up a free consultation. Our list of services range from retirement planning, college planning, estate planning, tax preparation or tax planning, wealth management, investments or small business setup. We'd love to see how we can come alongside of you to help you reach your individual or business goals.
In addition to Scottsdale, we also serve Phoenix and surrounding areas such as Tempe, Mesa, Queen Creek, Glendale, Gilbert, Chandler, Desert Ridge, Goodyear, Surprise, Peoria, Paradise Valley, Apache Junction, Buckeye, Carefree, San Tan Valley, Fountain Hills and Sun City.
*Tax preparation and accounting services provided by Summit Accounting Solutions are separate and unrelated to Commonwealth.
Our Scottsdale branch is located at: 9835 E Bell Road Suite 120 Scottsdale, AZ 85260