Wealth With Purpose
Trusted financial guidance to simplify life’s complexity at every stage.
Freedom for you to navigate with the confidence you deserve.
Worry Less. Live More.
Life changes fast. Whether you’re selling your business, managing an inheritance, or suddenly caring for an aging parent, questions and complexity can be challenging to navigate alone. We help you see what’s coming before it catches you off guard.
Every financial plan starts with a conversation about what you’re building toward, what you’re worried about, and what matters most. Get a closer look at our approach to helping you live more fully.
2017-2026
Best-In-State Wealth Advisors
Various Individual advisors at Summit Wealth Group have received this award between the years 2017-2026. Each list is published in the year awarded and based on data from the prior year (e.g., the 2026 list was published 04/07/26 with data as of 06/30/25). Rankings are developed by SHOOK Research, LLC. Full methodology here. Compensation was paid for use of marketing materials, not to obtain the rating.
2017, 2019, 2026
Fastest Growing Private Firms
Summit Wealth Group was named to the Inc. 5000 list of America’s fastest-growing private companies in 2017, 2019, and 2026. The 2026 list was published 8/2026 and based on revenue growth from 2022 to 2025. Rankings are developed by Inc. Full methodology here. Compensation was paid to be considered for the ranking and for use of the Inc. 5000 logo in marketing materials.
2025
Top Workplaces in Colorado
Summit Wealth Group was named a 2025 Top Workplace in Colorado by The Denver Post, published 05/2025. The rankings were developed by Energage, LLC. Full methodology here. No compensation was paid to be considered for the rating.
2024-2025
Top Women Best-In-State Wealth Advisors
The 2024 and 2025 rating was awarded to Lacey Jordan, 2024 data published 02/08/24 and as of 09/30/23, 2025 data published 02/11/25 and as of 09/30/24. Rankings developed by SHOOK Research, LLC. Full methodology here. Compensation was paid for use of marketing materials, not to obtain the rating.
2022
Best Workplaces in America
The 2022 rating was awarded to Summit Wealth Group, published 05/2022, data collected the previous year. Rankings were developed by Inc. Media. Full methodology here. Compensation was paid to be considered for the ranking and for use of the Inc. logo in marketing materials.
WEALTH WELL PLANNED
When you come to us unsure about what the future looks like, our process is designed to give you the clarity and confidence that leads to contentment. Our dedicated planning department focuses exclusively on developing plans unique to your specific situation, helping to ensure we identify potential gaps and capitalize on opportunities.
Reaching your summit starts with a plan for getting there. We build yours with you and stay by your side through every step.
Who We Work With
Summit works with clients at every stage of building, protecting, and transferring wealth.
For Individuals and Families
You've worked hard for what you have. We help you keep it working for the life you want, from your first financial plan to the legacy you leave behind.
For Business Owners
You're juggling distributions, equity, real estate, and a retirement plan that keeps getting pushed to next quarter. Summit coordinates your entire financial team, so your strategy stays aligned and nothing falls through the cracks.
For Physicians, Dentists, and Medical Professionals
Your schedule doesn't leave room for financial guesswork. We deeply understand practice valuation, student debt, and the decisions you’re navigating.
For High-Net-worth Families
At your level of wealth, complexity compounds. We bring every part of your financial picture into one coordinated strategy.
For Individuals and Families
You’ve worked hard for what you have. We help you keep it working for the life you want, from your first financial plan to the legacy you leave behind.
For business owners
You’re juggling distributions, equity, real estate, and a retirement plan that keeps getting pushed to next quarter. Summit coordinates your entire financial team, so your strategy stays aligned and nothing falls through the cracks.
For Physicians, Dentists, and Medical Professionals
Your schedule doesn’t leave room for financial guesswork. We deeply understand practice valuation, student debt, and the decisions you’re navigating.
For High-Net-worth Families
At your level of wealth, complexity compounds. We bring every part of your financial picture into one coordinated strategy.
Real Clients Living Fully.
