SUMMIT WEALTH GROUP

We are an independent advisory firm. Being a part of Summit Wealth Group, means you have access to a wide array of investment options. Our advisors can act in your best interest and offer these options without pressure from sales quotas... We are not interested in selling you products, we are in the business of helping you achieve your desired lifestyle. To align our company vision and our client needs, each of our advisors are fiduciary asset managers and financial planners, meaning we have a legal obligation to act in your best interest... Summit Wealth Group exists to help our clients navigate through the critical financial decisions they might face throughout life with confidence. Through carefully constructed, highly customized financial planning, we are the financial advisors you have a direct line to, always available to help you make the best financial decisions for you and your family.

Also known as: Summit Wealth Group LLC

Primary location: Colorado Springs United States