Colorado Springs, CO (May 1, 2023)— Legacy Wealth Planners, an independent financial planning and wealth management firm led by advisors Lacey Jordan, CFP® and Tracy Thornlow based out of Colorado Springs, CO, today announced it has joined Summit Wealth Group. Summit Wealth Group is an advisory firm headquartered in Colorado Springs and, with this acquisition, now has 10 locations throughout the country.
“We are excited to announce Legacy Wealth Planners is joining Summit.” said Randy Morris, Summit Wealth Group’s CEO. “It's not very often we can find individuals with the background, experience, and the integrity that Lacey Jordan and Tracy Thornlow possess. The opportunity to add them along with their team was something we couldn’t resist. Lacey and Tracy have built a strong, client-centric practice by focusing on delivering a financial planning process that is both customized and holistic. We could not be more thrilled to welcome their team to the Summit Wealth Group family.”
For Lacey Jordan, Co-Owner of Legacy Wealth Planners, joining Summit Wealth Group is the solution to their infrastructure need and succession plan. “We were looking for someone who could support us in HR, technology, marketing, and succession planning.” said Jordan. “In addition, we believe this will provide us with a solution for down the road when we eventually decide to bow out, we will have a seamless passing of the baton to the next generation, providing our clients with continued great support with people that we trust.”
Pictured from left to right: Tina Silva -- Director of First Impressions, Tracy Thornlow -- Senior Financial Advisor, Lacey Jordan -- Senior Financial Advisor, and Sam Belew, Registered Financial Assistant.
About Summit Wealth Group
Summit Wealth Group has been providing individuals and organizations with financial guidance since 1989. With ten offices located throughout the U.S., the advisors of Summit Wealth Group pride themselves on providing customized financial strategies for each client. For more information, please visit www.summitwealthgroup.com.