DAVID LEE FINANCIAL

Our mission is to be your trusted financial team of professionals with experience, dedication, and an unwavering commitment to excellence... We believe through a carefully constructed and accountability-based implementation of the plan, we can help our clients realize their dreams. Summit Wealth Group exists so our clients can devote their time and energy to pursuing the things they are passionate about... 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.

Primary location: Colorado Springs United States