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Summit Wealth Group - CERTIFIED FINANCIAL PLANNER™ Financial advisors passionate about helping you reach your wealth management and retirement goals through customized financial planning Our CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®) take a personalized approach so you can know you are not alone on your financial journey
Summit Wealth Group We create Vision based Financial Life Plans using sustainable accumulation and distribution strategies and we monitor them in accordance with the success of your plan We help you create and develop a personal Vision Statement unique to your life Your Vision is the foundation of your Financial Life Plan that helps guide your decisions
About Summit Wealth Group | for Advisors to Scale, Have Infrastructure . . . Today, Summit Wealth Group is headquartered in Colorado Springs, CO and has locations in five different states with ten total branch offices Summit Wealth Group specializes in a planning-first approach in its relationships with clients
Summit Wealth Group - Secure Your Financial Future Plan for retirement, save for your family, achieve financial security with Summit Wealth Group We offer personalized wealth management financial planning services
SUMMIT WEALTH GROUP - Updated August 2025 - Yelp We specialize in holistic customized financial planning including retirement income planning, investment management, tax planning and strategy, estate planning, college planning, among many other financial services Our purpose is to help our clients navigate the path to a better, more secure future
Summit Wealth Group - Scottsdale, AZ Firm Profile Summit Wealth Group LLC is a registered investment advisory firm that has been in business since 2015 Based in White River Junction, VT, the firm offers fee-based services to help their clients achieve their financial goals
Fee-Based Financial Planning - Summit Wealth Group About Us: Summit Wealth Group is an independent, fee-based financial advisory firm Our group of advisors and Certified Financial Planners (CFP®) are dedicated to your success
Scottsdale, Arizona Branch - Summit Wealth Group Specializing in retirement income strategies, wealth management, and financial planning, Fee-based Financial Advisors Summit Wealth Group is an independent financial advisory firm located in Scottsdale, Arizona