Broker Check

What to Expect During An In-Person Meeting

If you are planning to visit one of Summit Wealth Group's branch offices in person in 2020, first of all, WELCOME! We are very happy to see you.

Please understand, due to our recent pandemic, some additional safety measures have been put in place to protect you and to help prevent the spread of COVID-19. 

Our branch offices are located in communities throughout the country and are each dealing with various levels of community spread of the virus. Considering this, along with regulatory guidelines varying by state, each Summit office has decided to implement their own health and safety protocols which we are asking clients to adhere to. Thank you for helping us do our part to keep the health and safety of our team and clients a priority.

Click the office you are planning to visit below to see what might apply to you.

Arizona - Scottsdale | Colorado - Colorado Springs | Colorado - Lakewood | Colorado - Lone Tree | Mississippi - Madison | Mississippi - Meridian | Tennessee - Memphis

Resources

Live Webinar with Randy and Ross | The Coronavirus and Your Financial Future

Live Webinar with Randy and Ross | The Coronavirus and Your Financial Future

3/27/2020 - CEO Randy Morris and VP Ross Haycock took time to answer your questions regarding the coronavirus and its impact on your financial future. To listen to the audio recording of the webinar, please click the link below.

Listen Here

Summit Wealth Group Media Appearances

4/16/20 - CBS/NBC affiliate WTVY-TV | Gary James - Financial advisor discusses best ways to use stimulus money

3/31/20 - WTOK-TV (ABC affiliate) | Gary James - Local financial advisor discusses stimulus checks

3/9/20 - WTOK-TV (ABC affiliate) | Gary James - Stock market rollercoaster and local investors


How is Summit Wealth Group guiding clients through this pandemic?

Proactive Financial Planning

Throughout the pandemic many investors have taken a reactionary approach to their investments, often selling at market lows when a scary headline is seen. For clients of Summit Wealth Group, our in-depth financial planning accounts for potential economic downturns, so when markets drop unexpectedly, we can simply stay the course while simultaneously identifying potential opportunities.

Placing Health and Safety First

With clients located all over the country, we have been utilizing video conferencing for client communication long before COVID-19. However, now more than ever we recognize the advantages of technology to connect with people all over the world! Our advisors utilize Zoom for most client interactions. And for those in-person meetings, each of our offices is maintaining strict cleaning procedures, wearing masks, social distancing and arranging work-from-home opportunities for staff who might have been exposed to the virus.

Lending a Helping Hand

Our staff has been out in their communities, doing what they can to lift spirits during this challenging time in our world. Take a look at the photos and read the captions to see how! We are so proud of our team!