Summit Wealth Group

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Description

  • Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential. What is at the heart of Summit Wealth Group? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about being at our best so our clients can be at their best. Our clients have significant goals, goals that are the real reason for investing and planning. By partnering with Summit Wealth Group, these goals come into focus through effective planning, as we custom-tailor financial strategies to help make these dreams a reality.This communication is strictly intended for individuals residing in the states ofAL,AR,AZ,CA,CO,CT,DC,FL,GA,HI,IA,ID,IL,IN,KS,KY,LA,MD,MI,MN,MO,MS,MT,NC,ND,NE,NH,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX,VA,WA,WI,WV,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Please see our Terms of Use here:http://www.commonwealth.com/termsofuse.html.13710 Struthers Road, Suite 115 | Colorado Springs, CO 80921 | 877.320.0379
  • location

    Headquarters:13710 Struthers Road Suite 115, Colorado Springs, Colorado, United States

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  • Summit Wealth Group phone

    Phone Number: +1 877-320-0379

  • Summit Wealth Group website

    Website: https://www.summitwealthgroup.com

  • Summit Wealth Group employees

    Employees:33

  • Summit Wealth Group revenue

    Revenue:$1 - 10M

  • Summit Wealth Group legal name

    Legal Name:Summit Wealth Group

  • Summit Wealth Group's Social Media

    Summit Wealth Group linkedin Summit Wealth Group facebook Summit Wealth Group twitter
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  • |  NAICS Code: 524126  |

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Person level website identification

CEO for Summit Wealth Group

Randy Morris

Chief Executive Officer, President

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View Employees

Jon Wardenburg

Owner And Financial Planner

Theodore Spinardi

Founder And Senior Managing Director

Cka Ross Haycock

Partner Cfp , Aif

Erik Potts

Partner

Tom Hartman

Partner

Frequently Asked Questions regarding Summit Wealth Group

  • Where are Summit Wealth Group's Headquarters?

    Summit Wealth Group's Headquarters are in 13710 Struthers Road Suite 115,Colorado Springs,Colorado,United States

  • What is Summit Wealth Group's phone number?

    Summit Wealth Group's phone number is +1 877-320-0379

  • What is Summit Wealth Group's official website?

    Summit Wealth Group's official website is https://www.summitwealthgroup.com

  • What is Summit Wealth Group's Revenue?

    Summit Wealth Group's revenue is $1 - 10M

  • What is Summit Wealth Group's NAICS code?

    Summit Wealth Group's NAICS code is 524126

  • How many employees are working in Summit Wealth Group

    Summit Wealth Group has 33 employees

  • What is Summit Wealth Group's Industry?

    Summit Wealth Group is in the industry of Financial Services

  • Who is Summit Wealth Group's CEO?

    Summit Wealth Group's CEO is Randy Morris

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