COLORADO SPRINGS, CO BRANCH

Serving Colorado Springs, CO and Surrounding Areas

The Summit Colorado Springs, CO branch, formerly known as Legacy Wealth Planners has been serving clients since 2002 in both the Greater Colorado Springs area and across the country. The Colorado Springs branch specializes in guiding small business owners and local physicians who are looking for clarity in their financial situation. Through our holistic approach to financial planning, we help clients achieve confidence in their decision making, which leads to ultimate financial contentment. 

The Colorado Springs team's commitment to providing an exceptional client experience has even earned national recognition. Lacey Jordan of our Colorado Springs branch was named one of Forbes’ Best-In-State Top Women Wealth Advisors in 2023 and 2024. 


2024, 2023 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in February 2024 based on data gathered from September 2022 to September 2023. 10,805 advisors were considered, 1,991 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

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Advisor Spotlight

Lacey Jordan, CFP®, ChFC® | Senior Financial Advisor

Lacey Jordan, CFP®, ChFC® | Senior Financial Advisor

Lacey is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and Senior Financial Advisor in our Colorado Springs branch. Lacey has been advising and guiding local physicians, families, and small business owners since 2003. She specializes in working with physicians in Southern Colorado and their practices. Her holistic approach to financial planning helps you answer the questions that keep you up at night.

Tracy Thornlow | Senior Financial Advisor

Tracy Thornlow | Senior Financial Advisor

Tracy is a Senior Financial Advisor in our Colorado Springs branch. She began her career in the financial services industry in 2002 and joined Summit Wealth Group in 2023. Her passion is helping clients achieve their goals, such as educating their children, retiring early, and creating a legacy.

Contact Us

Office location: 2510 N. Cascade Avenue, Suite 120, Colorado Springs, CO 80907

Phone: 719-623-3550

Fax: 605-348-0087

Hours: 8 AM - 4:30 PM Monday - Friday


Schedule a Meeting

If you are new to Summit Wealth Group, we are confident we can bring contentment to you on your financial journey and confidence in your financial decision-making. Getting started is easy:

  1. Schedule a meeting through the link below 
  2. You and a Summit Wealth Group Financial Advisor will meet to discuss your financial situation (complimentary meeting)
  3. If you decide to move forward, we will build a financial plan which will bring clarity and confidence in your financial decision-making.
Schedule a Meeting