719-633-4033
info@summitwealthgroup.com
Client Investor Portal
Summit Wealth Group Home
  • Home
  • About 
    • About Us
    • Why Summit
    • New Clients
    • Meet Our Team
    • Videos
    • Career Opportunities
  • Locations 
    • Arizona | Scottsdale
    • Colorado | Colorado Springs
    • Colorado | Lakewood
    • Colorado | Denver
    • Mississippi | Ridgeland
    • Mississippi | Meridian
    • South Dakota | Rapid City
    • Tennessee | Memphis
    • Tennessee | Nashville
  • Family Office Services
  • Resources 
    • Reach Your Summit Podcast
    • Blog
    • Media Appearances
    • Calculators
    • Tax Resources
  • Contact

Surprises

Making the most of surprises is a great reason to work with us.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Contact

Toll-Free: 877-320-0379

Office: 719-633-4033

Fax: 719-633-4438

13710 Struthers Road

Suite 115

Colorado Springs, CO 80921

info@summitwealthgroup.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Advisory services offered through Summit Wealth Group LLC; an Investment Adviser registered with the U.S. Securities & Exchange Commission.

Form CRS : Summit Wealth Group LLC

This website Summit Wealth Group (this “Website”) is owned and operated by Summit Wealth Group. Summit Wealth Group offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Summit Wealth Group's ADV 2A can be obtained by visiting https://adviserinfo.sec.gov/ and searching for our firm name.

All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions of Summit Wealth Group as of the date hereof, which are subject to change without notice at any time. Summit Wealth Group does not represent that any opinion will be realized. Neither Summit Wealth Group nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract. 
Privacy Policy