Benefits of Joining Summit Wealth Group: Organic Growth
-Joshua P. Willink | Director of Marketing
Marketing
Dedicated CMOs: Each branch office is assigned a Chief Marketing Officer who works closely with advisors to develop tailored marketing strategies.
Seamless Transitions: The marketing team sets up branding, signage, and marketing documents for new offices, ensuring a smooth integration.
Marketing Strategies: Creation of launch strategies to help new branches build momentum from day one.
Comprehensive Branding: Development of cohesive branding and messaging systems that align with the firm’s values and resonate with the target audience.
Personalized Marketing: Focus on understanding the unique needs and preferences of the target audience to create effective and resonant marketing strategies.
Q&A With Josh
Q: How does the CMO support a new advisor or branch just joining Summit?
A: "So what we'll do is we'll fly out to wherever this office is located and we'll sit down with the advisors in this office and we'll make sure that they're set up in terms of branding, signage, all the marketing documents that they need that are Summit branded, and then we create a strategy that will help them launch from day one so that they can communicate with their clients about this transition and really, just right out of the gate, build a lot of momentum."
Q: How does Summit differentiate itself from other firms in terms of marketing and branding?
A: "I think we're unique in the fact that we have a dedicated marketing department. If you look at other financial advisory firms, you will see that they might have a dedicated marketing person. Maybe they do client events or order brochures or business cards, things like that, but we have a whole department that's just dedicated to helping this company grow and succeed. If you look at the trajectory of our growth from when we started this marketing department back in 2014, you'll see that it really took a turn in 2014. We've been on this exponential growth path since then."
Summit in the News
June 2, 2025 — Summit Wealth Group Announces Strategic Minority Investment from Constellation Wealth Capital (CWC) to Support Long-Term Growth
May 15, 2025 — Top Workplaces 2025: Summit Wealth expands services to meet client needs | Summit Wealth Group ranks No. 2 for the best small companies in Colorado
May 1, 2025 — Summit Wealth Group, advises $2.1 billion in client assets, has decided to become an independent RIA following its departure from Commonwealth Financial Network before LPL buyout
March 6, 2024 — Summit Wealth Group has reached $2 Billion in Assets Under Advisement, marking a significant milestone for the independent wealth management firm.
May 1, 2023 — Legacy Wealth Planners has joined Summit Wealth Group as its second Colorado Springs office. This acquisition marks the 10th location.
October 1, 2022 — Summit Wealth Group acquires Whitesell Financial, a firm based out of Rapid City, South Dakota, to establish a 9th branch office.
June 30, 2022 – Inc Magazine has recognized Summit Wealth Group as one of the top 475 places to work in the country for 2022.
December 1, 2021 – Dave Adams and his firm Adams Investment Strategies, out of Franklin, Tennessee, will join as Summit’s 8th branch office.
Meet the Marketing Team
Stephanie B. Jones
Head of Advisor Marketing
Jessica Knox
Content Strategist / Marketing Coordinator
Jessica Magnuson
Marketing Assistant
Joshua Willink
Director of Marketing
About Josh
Josh Willink, Director of Marketing, joined Summit Wealth Group in January of 2014 at the Scottsdale location. He has over 20 years of experience in the financial services industry, having worked previously in the insurance field, banking services, tax preparation, and as a counselor for individuals going through bankruptcy.
Josh earned an MBA with a concentration in finance in 2014 through Davenport University after receiving a BBA in Business Finance from Davenport in 2012. He currently holds the FINRA Series 7 and 66 securities registrations.
Josh and his wife, Carrie, have three daughters: Remy, Jade, and Zavia. They currently reside in Holland, Michigan. In addition to being travel enthusiasts, they are very active with outdoor hobbies, including hiking, camping, biking, and exploring.
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