• Join Our Efforts

    We are in the business of helping our clients navigate the path to a better, more secure future. We invite you to learn more!

    Join SummitSell Your Book
  • The Difference

    Fee-based financial planning and wealth management services, incorporating a service model with one glaring differentiator — the team.

    Our Team
  • What’s Best for Your Firm?

    Several advisors have joined our efforts. These are the reasons why.

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Why David Joined Summit

In 2015, David Lee made the decision to merge David Lee Financial with Summit Wealth Group. After spending 30 years in the industry, successfully building his practice to capacity, he realized he had reached his growth potential on his own. This led him to an opportunity with Summit Wealth Group.

Finding that Summit embraced similar business practices and values as himself, and recognizing the additional resources that would be available to him, it made sense for David to partner with Summit.

Today, David is still fully engaged in his business and leans on Summit for HR, marketing, training and operations support which, he believes, has made a profound impact on the growth of his business. He also utilizes Summit’s tax and accounting division, Summit Accounting Solutions, which has allowed him to provide a more all-encompassing service to his clients.

With a higher ceiling and much of his workload reduced, David now spends time doing what he enjoys most, meeting with clients, prospects and building relationships. Plus, David now has a built-in succession plan in place which is beneficial not just to David, but also his clients!

To learn more, please watch this video.

Proven Success

Our model is successful and we have the ability to prove it. For solo advisors who are ready to be a part of something bigger, we offer a solution that works!

Service Focused

Our entire company buys into our service-centered business model. Our clients are our top priority.

Built In Succession Plan

Through a Summit partnership, you’ll have the confidence to know that the book you’ve built and the clients you’ve formed relationships with will be cared for.

Resources

With CPAs, CFPs, HR professionals, marketing professionals, an investment committee, several advisors, planners and admins on staff, our team of subject matter experts are a phone call away, willing to help raise the level of service to your clients.

Interested in joining Summit Wealth Group? We invite you to take our initial questionnaire, the first step in the process!

This communication strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, DE, 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, RI, SC, SD, TN, TX, UT, 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 FINRA / SIPC, a Registered Investment Adviser Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. - Enfold Theme by Kriesi