Broker Check

Recent Acquisitions

Customized Wealth Strategies

Scottsdale, AZ (10/1/2017) - Summit Wealth Group has welcomed Gary and Phylis Bolno of Customized Wealth Strategies, who have decided to merge their tax, accounting, advisory and insurance practice with Summit. Gary joins Summit as an Insurance Specialist who has over 30 years in the insurance industry, adding a critical piece to Summit's holistic financial planning approach. Phyl is joining as a Financial and Tax Advisor for both Summit Wealth Group and Summit Accounting Solutions, providing Summit with a stronger tax and accounting presence in Arizona. Phyl has over 30 years of tax, accounting, financial planning and wealth management experience.

Legacy CPA, LLC

Lone Tree, CO (10/29/2015)—Summit Accounting Solutions, a leading Denver-based tax and accounting firm, has officially announced an expansion, merging with Jason Schneider and his firm, Legacy CPA, LLC, effective immediately.

“Jason has extensive experience in small business consulting and tax planning.” said Dan Cook, President of SAS. “He brings a very practical approach to meeting the needs of business owners, investors and entrepreneurs. Summit is committed to expanding its tax planning and accounting services, demonstrating the importance of these services in providing comprehensive financial advice to our clients.”

Jason will work out of Summit's Lone Tree and Colorado Springs branch offices, located at 9360 Station Street, Suite 400, Lone Tree, CO 80124 and 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921.

Accounting services provided by Summit Accounting Solutions.  Summit Accounting Solutions and Commonwealth Financial Network are separate and unrelated entities.