COLORADO SPRINGS, CO BRANCH

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 focuses 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, supporting their pursuit of long-term financial goals.

One of the Colorado Springs team member, Lacey Jordan, was recognized for her commitment to providing an exceptional client experience and was named one of Forbes’ Best-In-State Top Women Wealth Advisors in 2023-2025.

2023-2025, Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. No compensation was provided to Shook Research to obtain inclusion on the list, but there is a licensing fee to utilize the Forbes logo in marketing materials. Criteria may not be directly related to the quality of investment advice provided. Click here for more award information.

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.