Here to Guide You Financially Through COVID-19
While the COVID-19 spreads and threatens the physical health of the entire globe, our team remains fully committed to supporting the financial health of our clients. Our response includes:
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
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.
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.
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.
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!
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
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!
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.
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.
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!
Ross (Colorado Springs branch) and his wife Kaira spent time volunteering at Crossfire Ministry packing boxes of food for those struggling with the economic impact of COVID-19.
Kailey (Lone Tree branch) - "My partner Alex is a professional balloon twister. We have 'balloon bombed' our neighborhood with his cheerful (biodegradable!) creations."
Ruth (Scottsdale branch) is on the board for the Hispanic Rotary Club of Phoenix. Together, they gathered donations and groceries to hand out to low income families in Sonora, MX who have been affected by the virus.
Jessica (Lakewood branch) - "Here is a photo from a birthday parade that I was a part of last week. My friends mom just started chemo about a week and a half ago so she really cant see anyone but her husband. They organized this so all of her friends and family could drive by and see her!"
Josh (Corporate) - "Our family took a few nights to cook meals for families in our community who have someone working in the medical field. Just a small way we could thank those fighting this head on!"
Scott (Scottsdale branch) and his family wrote some encouraging sidewalk chalk notes to people walking by!