Summit Wealth Group

About

Summit Wealth Group Financial Advisors | CERTIFIED FINANCIAL PLANNER™ --> 719-633-4033 info@summitwealthgroup.com Client Investor Portal Feb 2026: Summit Adds New Office, Announces Merger with Premier Private Wealth, and Launches Family Office Services. Read More... Financial Guidance Customized Financial Planning and Investment Management Schedule a Meeting Find Confidence Feel Prepared Experience Less Worry " /> Personalized Financial Planning, Nationally-Recognized Advisors At some point, everyone will face complicated money-related decisions. Several of our advisors have been recognized as "Best-in-State Wealth Advisors" by Forbes Magazine. Our financial planning and investment management services are custom-tailored so that you can find confidence and feel prepared on your wealth-building journey. 2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2025 award was presented to Summit advisors Randy Morris, Ross Haycock, Kurt Whitesell, Lacey Jordan and Scott Marks in April 2025 based on data gathered from June 2023 to June 2024. Nearly 45,000 advisors were considered, 9,722 advisors were recognized. No compensation was provided to Shook Research to obtain inclusion on the list, but there is a licensing fee to utilize the Forbes logo in marketing materials. Not indicative of advisor s future performance. Your experience may vary. For more information, Click Here Learn More WHAT OUR CLIENTS ARE SAYING "Summit Wealth Group has a lot of depth behind the

Key Contact