Broker Check

Summit Wealth Group's Scottsdale Branch is Expanding (and Moving!) 

Summit Wealth Group is excited to announce the expansion of its Scottsdale branch office location. We welcome Gary and Phylis Bolno of Customized Wealth Strategies, who have decided to merge their tax, accounting, advisory and insurance practice with Summit. Gary joins Summit as an Insurance Specialist who has over 30 years in the insurance industry, adding a critical piece to Summit's holistic financial planning approach. Phyl is joining as a Financial and Tax Advisor for both Summit Wealth Group and Summit Accounting Solutions, providing Summit with a stronger tax and accounting presence in Arizona. Phyl has over 30 years of tax, accounting, financial planning and wealth management experience.

To accommodate the expansion and growth of Summit's Scottsdale branch, the office will be moving to a new location, effective October 1, 2017. This move will not only provide more office space for Summit's staff and meeting space for our clients, it also offers a more convenient location, located just off of Hwy 101 and Raintree in North Scottsdale.

The new branch office location will be:

14500 N. Northsight Blvd, Suite #112 | Scottsdale, AZ 85260

For our Arizona friends, we will be hosting an open house December 7 to celebrate the grand opening of our new location. We would love to see you there!