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 (Including Summit Accounting Solutions) | Mississippi - Madison | Mississippi - Meridian | Tennessee - Memphis

A Message from Randy

During this time where it seems like nothing is the same as the day before, our CEO, Randy Morris, took a few minutes to share from his heart. We encourage you to set aside a moment to hear from Randy.


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
Live Webinar with Summit Accounting Solutions | The Cares Act for Small Business Owners Q&A

Live Webinar with Summit Accounting Solutions | The Cares Act for Small Business Owners Q&A

4/3/2020 - Jason Schneider, CPA and the Summit Accounting Solutions team took questions regarding the CARES Act and how business owners can take advantage of the resources made available to them. To view the webinar, please click the link below.

Watch Here

Resources for Business Owners

The Summit Accounting Solutions team has been diligently posting blog updates to help keep business owners informed up to date with the various resources and laws that might affect them. Check it out 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

Virtual Meetings

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!

Proactive Financial Planning

Throughout this crisis many investors have taken a reactionary approach to their investments, often selling at market lows when a scary headline comes across the airwaves. For clients of Summit Wealth Group, we have always emphasized financial planning alongside investment management so our clients could be prepared for an economic downturn. We believe this proactive approach is essential for staying on track towards your financial goals, despite the headlines. That also means, when economic turmoil occurs, we can shift our focus to the opportunities that might present themselves in a down market rather than reacting impulsively.

Forbes Best-In-State Wealth Advisors

Our financial advisors are some of the most recognized and well-respected independent advisors in the industry. Over the past two years, Forbes Magazine has recognized Randy Morris, CFP®, Ross Haycock, CFP®, and Dan Gilbertson, CFP® for making Forbes' Best-In-State Wealth Advisor list. David Lee, CFP® in Memphis was also recognized by Forbes as a Five Star Wealth Advisor for 2019. 

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!