Summit Wealth Group Announces Sale of Tax and Accounting Subsidiary

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.

Summit Accounting Solutions joins WCG Inc, a tax and accounting firm based out of Colorado Springs. This transition increases WCG from a team of 25 to 39 employees and adds a new branch office location for WCG in Englewood, Colorado, just outside of Denver.

“This is an exciting time for Summit Wealth Group, as our tax and accounting team joins forces with one of the most reputable, service-focused firms in the state of Colorado.” said Randy Morris, Summit Wealth Group’s CEO. “We believe this decision benefits everyone involved, most importantly our clients. We are proud to move forward knowing that when our clients are in need of tax and accounting services, they will be in good hands at WCG.”