Scottsdale, AZ (Feb 19, 2020)—Summit Wealth Group today announces it has reached $1 Billion in Assets Under Advisement, marking a significant milestone for the independent wealth management firm.
Colorado Springs, CO (Feb 11, 2021)—Summit Wealth Group, an independent financial advisory firm located throughout the country, today announced 3 of its financial advisors have been named to Forbes’ Best-in-State Wealth Advisors list for 2021 in their respective states. This list includes Randy Morris, CFP® in Scottsdale, Arizona, Ross Haycock, CFP® in Colorado Springs, CO and Dan Gilbertson, CFP® in Lakewood, CO.
Colorado Springs, CO (Dec 9, 2020)—Summit Wealth Group, an independent financial planning and wealth management firm based out of Colorado Springs is pleased to announce it has been named to the Colorado Springs Gazette's list of Best Workplaces for 2020. This is Summit's first time making the list.
Lone Tree, CO (Oct 1, 2020)—Summit Wealth Group, an independent financial planning and wealth management firm based out of Colorado Springs with office locations throughout the country, today announces the sale of its wholly-owned subsidiary, Summit Accounting Solutions.
Memphis, TN (Sept 22, 2020)—Summit Wealth Group is proud to announce Financial Advisor and Managing Partner, David Lee, CFP® as a recipient of the 2020 Five Star Wealth Manager Award in Memphis.
Lone Tree, CO (Nov 13, 2019)—Summit Wealth Group is pleased to announce Financial Advisor Jason Runung has been named by ColoradoBiz Magazine as one of the Top 50 Most Influential Young Professionals in the state of Colorado.
Memphis, TN (Nov 13, 2019)—Summit Wealth Group, a multi-state independent financial advisory and wealth management firm, is pleased to announce Financial Advisor and Managing Partner David Lee, CFP®, CIMA® has received the 2019 Five Star Wealth Manager Award. This was published in the November issue of Memphis Magazine.
Colorado Springs, CO (August 15, 2019) – Summit Wealth Group has recently been named by Inc. Magazine to its list of the 5,000 fastest-growing private firm in the country.* The rankings were released in August of 2019.
BY JEAN FOLGER (Featuring Summit Wealth Group's Ross Haycock) Jun 25, 2019
If you’re like many adults, the thought of taking an early retirement (could you retire at 45?) has probably crossed your mind at least once or twice. For most of us, it’s simply not an option as the financial ramifications are complicated (not to mention those dependent children who seem to need to go to college).
"Three advisors recognized on Forbes’ Best-In-State Wealth Advisor list for 2019 have something in common: They work at the same firm..."
"Ross Haycock, a partner in Summit Wealth Group in Colorado Springs, was named to Forbes magazine's list of best wealth advisers in Colorado for 2019. Shook Research developed the list for Forbes based on in-person or telephone interviews..."
Scottsdale, AZ (Feb 21, 2018)—Summit Wealth Group, a Financial Advisory and Wealth Management firm located in Scottsdale, Arizona, today announces that its CEO, Randy Morris CFP®, ChFC®, AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2018. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
Colorado Springs, CO (Aug 30, 2017) – Summit Wealth Group has been recognized by Inc. Magazine as one of the 5,000 fastest-growing private firms* in the country.
Inc. 5000 is a list produced annually to recognize the businesses who have propelled to the top in their respective industries. Summit Wealth Group, providing wealth management and financial planning services to its clients across the country, made the list for experiencing an impressive 60% growth over the past 3 years...
By Ross Haycock, CFP®, AIF® June 13, 2017
You're in your 20s. Chances are you are not thinking about retirement yet. However, future you will be thanking present you if you read through and think about implementing some of these tips. These could be key in giving you a leg up on that retirement lifestyle people dream about. Here are five things you could be doing in your 20s, so you can retire in your 50s: