Forbes Honors 3 Summit Wealth Group Advisors
CEO Randy Morris, VP Dan Gilbertson and VP Ross Haycock have been recognized by Forbes magazine, ranking on its Best-In-State Wealth Advisors list for 2020!
Helping you navigate the path to a better, more secure future.
Memphis Advisor David Lee Earns Memphis Magazine Honor
David Lee made Memphis Magazine's list of 5 Star Wealth Managers in the Memphis area!
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At Summit Wealth Group, we understand that individuals, families, and business owners all face unique challenges and opportunities throughout their financial journey. Whether you are preparing for retirement, saving for college, going through a life transition, or implementing an estate strategy, our personalized service focuses on your needs and objectives. In addition, our in-house tax and accounting team specializes in tax strategies and business consulting to help your business and personal objectives work together more cohesively.
Our experienced financial advisors and planners, along with our tax and accounting professionals, can address your needs of today and for many years to come. We look forward to working with you through any stage of life.
At Summit, everything starts with a plan. We first establish the direction that fits your plan, then we hit the ground running. We have staff members who are 100 percent dedicated to financial planning.
Our tax and accounting team differentiates us from the pack of other wealth management firms, especially for our clients who own businesses. In addition to our wealth management and financial planning, clients can take advantage of tax planning, preparation, accounting, bookkeeping and business consulting for a comprehensive approach to financial services.
The foundation our company was built on the concept of providing an exceptional client experience, and our team is assembled with this at the forefront. While most advisory firms have two advisors per one support staff, we average two support staff for every one advisor. Our in-house subject matter experts provide guidance that spans throughout all areas of financial services.
We are an independent advisory firm, under independent broker-dealer, Commonwealth Financial Network. This partnership means you have access to a wide array of investment options and our advisors can offer them free from any conflict of interest or pressure from sales quotas.
We are not interested in selling you products, we are in the business of helping you achieve your desired lifestyle. To align our company vision and our client needs, each of our advisors are fiduciaries, which is a term meaning we have a legal obligation to act in your best interest.
We strive to address your needs of today, and for many years to come. We often find throughout the years our clients become some of our closest friends. Together we work through all of life's challenges and opportunities, helping you navigate it financially.
Check out our most recent video series titled "Reach Your Summit". It is a series of inspiring videos featuring people within the Summit Wealth Group family who have recently reached a life goal.
AZ: Scottsdale | CO: Colorado Springs | CO: Lakewood | CO: Lone Tree | MS: Madison | MS: Meridian | TN: Memphis
We have clients located throughout the United States, and even in other countries. While we always enjoy meeting in person, we understand it is often not possible or convenient. Thanks to technology, we have the capability to use web-based video conferencing to meet with you from the comfort of your own home!
Benefits of meeting with a Summit Financial Advisor remotely:
We are a team of financial advisors, CFPs®, CPAs, planners, and administrative professionals headquartered in Colorado Springs, Colo., with branch offices located around the country. We provide the level of care and attention of a neighborhood family financial advisor, but with the resources of a large firm.
When you sign on with Summit Wealth Group, even though you will meet regularly with one financial advisor, you are joining an overall client experience provided by an entire team of individuals -- all working together to serve you.
There is no need for a business owner to do business tax, accounting, payroll, bookkeeping and consulting with one firm, and personal financial planning at another. Many of our clients are business owners, who value convenience. As such, in 2011, we opened Summit Accounting Solutions as a wholly-owned subsidiary of Summit Wealth Group that serves business owners comprehensively, with both their business and personal financial needs.
Check out this video to learn more about our "Under One Roof" philosophy.
When it comes to creating an investment strategy, it’s important to realize that every person has unique, deeply personal objectives, goals, expectations, and risk levels. We believe there is no one-size-fits-all approach when building an investment strategy.
Complete this questionnaire to begin your complimentary consultation. At the end of the questionnaire, you will be assigned a risk score which we will analyze and follow up with a phone call to discuss!
The Summit blog is updated regularly, providing you with valuable, relevant content to apply to your financial journey.
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Insuring Your Business With a Buy/Sell Agreement
Check out the top 10 mistakes retirees make, and how to avoid them in our free e-book, written by our advisors.
If you are new to Summit, we would love the chance to meet you. During a preliminary 30-minute phone call, you’ll have the chance to meet an advisor, and tell us about your financial goals and aspirations. From there, we can begin to identify how our services can benefit you best.