Summit Wealth Group Announces Relocation to Enhance Client Services

Ridgeland, MS (June 1, 2023) Today, Summit Wealth Group, an independent wealth management and financial planning firm, announced it has relocated to a new office space, effective June 1, 2023. Formerly located at 1597 Highland Colony Parkway, Madison, MS 39110, the move to a more spacious and convenient office will be located at 271 Trace Colony Park Drive, Suite B, Ridgeland, MS 39157.

According to Summit Financial Advisor Josh Oller, CFP®, the decision to move to a new office is part of Summit’s commitment to continuously improve client services and provide an enhanced experience for its clients. "We are thrilled about our new office location," said Oller, "This move represents an exciting chapter in our company's growth, and we are confident that it will benefit our clients significantly. The enhanced facilities and improved accessibility will enable us to serve our clients better." 

The new location offers several advantages that will benefit both the company and its clients, including: 

  • Centralized and Accessible: The new office is conveniently located in the heart of Ridgeland, allowing easier access for face-to-face interactions.
  • Enhanced Facilities: The new office boasts increased space and modern amenities, providing an improved working environment for the Summit team. This upgrade will enable the team to work more efficiently, enhancing client support and streamlining communication.
  • Parking and Accessibility: The new location offers ample parking spots, ensuring a hassle-free experience for clients visiting the office. The easily accessible entrance and comfortable waiting areas will provide a welcoming and professional atmosphere for all visitors. 

The Ridgeland, Mississippi, branch will officially begin operations at the new office on June 1, 2023. All contact information, including phone numbers and email addresses, will remain unchanged.

For more information, contact Chris Wells, Josh Oller, Becky Wells, or Jodi McNeese at (601) 856-7975.

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Pictured from left to right: Becky Wells -- Financial Assistant, Christopher E. Wells, CFP®, AIF® -- Vice President, Jodi McNeese -- Financial Assistant, Josh Oller, CFP® -- Financial Advisor

About Summit Wealth Group

Summit Wealth Group has been providing individuals and organizations with financial guidance since 1989.  With ten offices located throughout the U.S., the advisors of Summit Wealth Group pride themselves on providing customized financial strategies for each client. For more information, please visit www.summitwealthgroup.com.