Colorado Springs, CO (Jan 20, 2020)—Summit Wealth Group, an independent financial advisory firm headquartered in Colorado Springs, CO, with branch offices located in 7 states, announced today that three of its advisors have been named to Forbes’ Best-in-State Wealth Advisors list for 2020.
Randy Morris in Summit’s Scottsdale, Arizona location, Ross Haycock in Colorado Springs, and Daniel Gilbertson in Lakewood, Colorado all made the list, marking the second straight year for Ross and Dan, and the third consecutive year for Randy.
The full list is published on Forbes.com and can be found here. A condensed printed listing is available in the February issue of Forbes Magazine.
“My colleagues Dan, Ross and I, on behalf of our entire team at Summit, are humbled and grateful once again to receive this great honor from Forbes.” said CEO, Randy Morris. “It goes without saying how thankful we are for each and every one of our clients. Our focus as a team these past 2 years has been to take our client service level up another notch, by turning to our staff and asking them to take individual ownership of providing the highest level of service to our clients. Looking back over the past two years, I couldn’t be prouder of each team member’s efforts and willingness to go above and beyond for our clients. I believe the growth of our firm is due in large part to this commitment from our team.”
Wayne Bloom, CEO of Commonwealth Financial Network®, Summit Wealth Group’s Registered Investment Adviser–broker/dealer, said, “Congratulations to Randy Morris, Dan Gilbertson and Ross Haycock on this well-earned recognition by Forbes. Summit Wealth Group is committed to providing expert guidance and essential support to their clients, and we are proud to provide them with the business solutions they need to power their practice.”
The 2020 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 32,000 advisors were considered, and 4,000 (12.5 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here.
1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.