COLORADO SPRINGS, CO – February 3, 2026 - Summit Wealth Group (“Summit”), a growing independent registered investment advisory firm, announced today its merger with Premier Private Wealth (“PPW”) a Nashville-based wealth management firm with $470 million in assets under management (AUM). The combined firms will increase Summit’s AUM to approximately $3 billion and expand its footprint in Tennessee.

Colorado Springs, CO., January 6, 2025 — The Constellation Wealth-backed RIA Summit Wealth continues to build out its leadership team with hires from SEI and Moran Wealth Management.

Summit Wealth Group, a Colorado Springs-based registered investment advisor launched in May after leaving Commonwealth Financial Network, has hired a new head of advisor success and chief investment officer as it continues to expand its leadership team.

Colorado Springs, CO., December 18, 2025 — Summit Wealth Group, a team of 24 that broke away from Commonwealth, has hired Scott Wilkinson from its former broker/dealer to be chief compliance officer, according to Summit Wealth CEO Randy Morris, calling it “one of the first big decisions” the newly minted RIA needed to make as it builds out its leadership team.

Colorado Springs, CO., June 2, 2025 — Summit Wealth Group (Summit), a $2.1 Billion, award-winning independent Registered Investment Advisor (RIA) firm, is proud to announce a strategic minority investment from Constellation Wealth Capital (CWC), an alternative asset management platform that specializes in making tailored investments in independent wealth management firms.

May 15, 2025 — Summit Wealth Group, a rapidly growing independent wealth management firm, is redefining financial planning with its innovative “planning-first” approach.

Initial conversations with clients begin with the question, “What does it mean for you to ‘Live Fully?”‘ said Randy Morris, Summit Wealth Group CEO.

May 1, 2025 — Summit Wealth Group, a Colorado-headquartered firm that advises $2.1 billion in client assets, has decided to become an independent RIA following its departure from Commonwealth Financial Network. The move marks a transition away from the independent broker-dealer model from Summit, which has picked SEI as its first custodian partner. 

Jan 9, 2025 — Each year, Forbes highlights top financial professionals across the country, and we’re excited to celebrate our team members who have earned a spot on their prestigious lists. Below, you’ll find the Summit Wealth Group advisors who have been recognized in 2025 for their commitment to helping clients achieve financial success. 

Scottsdale, AZ (August 19, 2024)—Summit Wealth Group, an independent financial advisory firm located throughout the country, today announced 2 of its financial advisors have been named to Forbes’ Best-in-State Top Next-Gen Wealth Advisors list for 2024 in their respective states.

2024 Forbes Top Next-Gen Wealth Advisors Best-in-State, created by SHOOK Research. Presented in Aug 2024, based on data gathered over a 12-month period as of 03/31/24. 4081 Advisors were considered, 1621 Advisors were recognized. Not indicative of an advisor’s future performance. Your experience may vary. Click here for more award information.

Rapid City, SD (August 14, 2024) — CFP Board, who is responsible for upholding competency and ethics standards for financial planners, announced today that Kurt Whitesell, CFP® has been appointed to its CFP Board Ambassador Program.

Scottsdale, AZ (April 17, 2024)—Summit Wealth Group, an independent financial advisory firm located throughout the country, today announced 3 of its financial advisors have been named to Forbes’ Best-in-State Wealth Advisors list for 2024 in their respective states.

2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/uvaujs2t.

Colorado Springs, CO (March 6, 2024)—Summit Wealth Group today announces it has reached $2 Billion in Assets Under Advisement, marking a significant milestone for the independent wealth management firm.

Colorado Springs, CO (February 20, 2024)—Summit Wealth Group, an independent financial advisory firm with branches throughout the country, today announces that Lacey Jordan, CFP®, ChFC® in Colorado Springs, CO, has been named to the Forbes Best-In-State Top Women Wealth Advisors list for 2024.

Scottsdale, AZ (August 14, 2023) Summit Wealth Group is thrilled to announce that Scott Marks, CFP®, CRPC®, has been recognized with the Forbes Best-in-State Top Next-Gen Wealth Advisors award for 2023. 

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.

Colorado Springs, CO (May 10, 2023) –Summit Wealth Group, an independent financial advisory firm located throughout the country, today announced that two of its advisors were named to Forbes’  Best-in-State Wealth Advisors list for 2023. These two advisors are Randy Morris, CFP® in Scottsdale, Arizona, and Kurt Whitesell, CFP® in Rapid City, South Dakota. 

2023 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

Colorado Springs, CO (May 1, 2023)— Legacy Wealth Planners, an independent financial planning and wealth management firm led by advisors Lacey Jordan, CFP® and Tracy Thornlow based out of Colorado Springs, CO, today announced it has joined Summit Wealth Group. Summit Wealth Group is an advisory firm headquartered in Colorado Springs and, with this acquisition, now has 10 locations throughout the country.