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Unlock Your Potential

EMPOWERING SOLO ADVISORS AND ENSEMBLE PRACTICES TO SCALE, THRIVE, AND SECURE THEIR LEGACY

Elevating Your Practice
As you navigate the challenges of expansion, you may find yourself at a crossroads, seeking ways to extend your services without compromising personalized care. Reaching a juncture where further growth requires more than additional staffing is a common hurdle. 

At Summit Wealth Group, we recognize these challenges and provide a pathway for elite solo advisors and elite ensemble practices to transcend beyond these constraints. Since 2009, we have successfully integrated six elite solo advisors and one elite ensemble into our operations. These mergers or acquisitions have provided additional resources, the ability to scale, a succession plan, and support. Join us at Summit Wealth Group, where your aspirations for growth and succession align with our commitment to excellence. 
"The operations team takes on a lot of the things that I never had the time to do own my own while trying to grow my business.”

Contact us to learn more about joining Summit or selling your book.

13710 Struthers Road, Suite 115

Colorado Springs, CO 80921

Toll-Free: (877) 320-0379

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