Summit Wealth Group opened its first branch office in 2002, establishing its headquarters in Colorado Springs, Colo. And, Summit Wealth Group’s original vision and mission to provide our clients with elevated financial planning and tax services remains the same to this day. We are committed to offering clients an expansive array of customized financial strategies, personalized client experience, and consequently freedom to more fully pursue their passions and interests.

Ross Haycock, CFP®, AIF®, CKA®, Vice President, specializes in retirement and retirement income planning, focusing on pre-retirees, retirees, and those in major life transitions. He is passionate about helping individuals, families, and business owners successfully transition from full-time work to the "work optional" phase of their journey.

Senior Advisor and Wealth Accumulation Specialist, Nathan Archuleta, CFP®, AIF®, takes great joy in fulfilling clients' financial needs and helping families achieve long-term financial fitness. Nathan focuses on teaching and coaching clients in all life stages so that they have the tools and knowledge to take control of their financial future and pave their path to financial freedom.

While located in Colorado Springs, the Summit Wealth Group Colorado Springs branch has clients throughout the whole country and regularly meet with them either in-person if located near the Colorado Springs or Denver offices, or virtually if located outside of the surrounding areas.

Our purpose is to help you pursue a path towards better, more secure future. We'd love to see how we can work with you to help you reach your individual or business goals.