Summit Wealth Group's Meridian, Miss. branch opened in 2014 when Gary James, CPA, CFP®, AIF® and his practice, formerly known as Precepts Wealth Management, merged with and became part of Summit's team.
In addition to regularly meeting with clients in his role as a financial advisor, Gary also serves as Vice President of Summit Wealth Group.
Our Meridian office is located off of North Hills Drive in Meridian. However, Gary has clients all over the country and often travels across Mississippi, Alabama and throughout the southeastern part of the United States to meet with his clients. Tina James, CPA, also works in our Meridian location providing tax, accounting, and business consulting services to Meridian's clients, many of whom are dentists and business owners.
Gary James CPA, CFP®, AIF® | Vice-President
Gary works with clients of all ages, backgrounds, and stages of their financial journey. He specializes in helping folks nearing retirement create custom strategies, specific to their desired lifestyle in retirement. Gary also has many clients who are former Mississippi state government employees and is well-versed in the Mississippi Public Employee Retirement System (PERS). As a CERTIFIED FINANCIAL PLANNER™, Gary is held to the highest professional standard. Earning the CFP® designation requires proving knowledge, experience, and dedication to the client relationship, which Gary has proudly done and continues to do.
Senior Staff Accountant
Registered Financial Assistant
*Tax preparation and accounting services provided by Summit Accounting Solutions are separate and unrelated to Commonwealth.
Office location: 4815 North Park Drive, Meridian, MS 39305