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. 

“If we can free up advisors to spend 80% of their time to doing what they are doing best and then surround them with a team who are doing what they do best, you have individuals who are not getting burned out. You’ve got team members who are using their unique abilities so they are energized with their work. And the ultimate winner is the client. The client is the one who is being served by people who really love what they do.” - Randy Morris, CEO of Summit Wealth Group

From Broker-Dealer to Boutique RIA: Why Summit Wealth Made the Leap

“We wanted to continue growing. We felt that growth was paramount, not only to take care of our client’s needs in the future, but also the team members that we would add.”

- Randy Morris, Founder & CEO, Summit Wealth Group

  • Discover a wealth of knowledge and tools designed to empower your journey. From comprehensive guides to cutting-edge software, explore everything you need to succeed.

    Resources

  • Unlock the secrets to scaling your operations efficiently. Learn how to expand your reach and impact while maintaining quality and consistency.

    Scale

  • Prepare for the future with our strategic succession planning insights. Ensure seamless transitions and sustained growth by nurturing the next generation of leaders.

    Succession

  • Access unparalleled support tailored to your needs. Whether you’re facing challenges or looking for advice, our dedicated team is here to help you every step of the way.

    Support

Hear from Advisors Like You

"We were worried about the worst-case scenario. By joining Summit, it became clear we would have a succession plan in place if something were to happen to one of us. It's a perfect fit and solution for us and our clients. They help manage the back office stress, providing us with a happier, longer work life."

— Lacey Jordan, CFP®, ChFC® | Founder of Legacy Wealth Group, merged with Summit in 2023

"The broad resources available from Summit Wealth Group helped me to help my clients navigate the path to a better, more secure future."

— David Lee, CFP® | Owned and operated David Lee Financial, merged with Summit in 2015

"The operations team takes on a lot of the things that I never had the time to do on my own while trying to grow my business.”

— Kurt Whitesell, CFP® | Founder of Whitesell Financial, merged with Summit in 2022

“A major concern was the well-being of clients if I suddenly passed away or became ill.  Also, handling accounting, operations, human resources, etc. with a small staff was difficult and took time away from growing the business.  Summit provided a succession plan and removed many non-productive activities from our schedule.”

— Gary James | Owned and operated practice, Precepts Wealth Management, merged with Summit in 2013

"Summit’s team-based approach to financial services, along with their client-first focus, was exactly what I was looking for in a strategic partner."

— Dave Adams | Founder of Adams Investment Strategies merged with Summit in 2021

"What I found was that a lot of the processes and departments were already in place. It's something we didn't have before. It was very complimentary what we were trying to achieve, and as we've grown, it's improved my business and allowed me to focus on my clients and the client experience. That's what it's all about."

— Daniel H. Gilbertson, CFP®, CRPC® | Merged with Summit in 2009

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

info@summitwealthgroup.com
(877) 320-0379

13710 Struthers Road, Suite 115
Colorado Springs, CO 80921

If you are an elite solo advisor or ensemble looking to scale, thrive, and secure your legacy, getting started is easy:

  • Click "Join Summit" to schedule a meeting.

  • We will connect with you to discuss the opportunity to join Summit or sell your book.