Summit Advisors Make Forbes Top Next Gen Wealth Advisor List For 2024

Two Summit Wealth Group Advisors Named to Forbes Best-in-State Top Next-Gen Wealth Advisors List For 2024

Scottsdale, AZ (August 19, 2024) – Summit Wealth Group, an independent provider of financial services in five states, is proud to announce that Scott Marks, CFP®, CRPC®, from our Scottsdale, AZ office, and Josh Jerele, CFP®, from our Lakewood, CO office, have been named to Forbes’ list of Best-in-State Top Next-Gen Wealth Advisors for 2024.

This marks the second consecutive year that Scott Marks, CFP®, CRPC® has received this prestigious award. He expressed his gratitude, saying, “It is an honor to be recognized by Forbes again in 2024! We at Summit Wealth Group truly appreciate the trust and confidence our clients have placed in our team.”

Josh Jerele, CFP®, receiving this award for the first time, shared his excitement: “It is a huge honor to be recognized by Forbes as a Best-In-State Next-Gen Advisor! We have such an amazing team that allows us to serve our clients at a high level. Thank you to all our clients who have entrusted us with their finances. It is such a privilege to serve your families.”

Congratulations to both Scott and Josh for their outstanding achievements.

About Summit Wealth Group

Summit Wealth Group has been providing individuals and organizations with financial guidance since 2002. Headquartered in Colorado Springs, Summit Wealth Group’s Advisors pride themselves on crafting customized strategies for each and every client.

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 visit https://tinyurl.com/uvaujs2t.