Summit Wealth Group Announces Strategic Investment to Support Long-Term Growth
June 2, 2025 — Summit Wealth Group (Summit), a $2.1 Billion, award-winning independent Registered Investment Advisor (RIA) firm, is proud to announce a strategic minority investment from Constellation Wealth Capital (CWC), an alternative asset management platform that specializes in making tailored investments in independent wealth management firms.
Top Workplaces 2025: Summit Wealth expands services to meet client needs | Summit Wealth Group ranks No. 2 for the best small companies in Colorado
June 2, 2025 — Summit Wealth Group (Summit), a $2.1 Billion, award-winning independent Registered Investment Advisor (RIA) firm, is proud to announce a strategic minority investment from Constellation Wealth Capital (CWC), an alternative asset management platform that specializes in making tailored investments in independent wealth management firms.
Summit Wealth Exits Commonwealth Prior to LPL Buyout to Become RIA
May 1, 2025 — Summit Wealth Group, a Colorado-headquartered firm that advises $2.1 billion in client assets, has decided to become an independent RIA following its departure from Commonwealth Financial Network. The move marks a transition away from the independent broker-dealer model from Summit, which has picked SEI as its first custodian partner.
Summit Wealth Group Reaches $2 Billion in Assets Under Advisement
March 6, 2024—Summit Wealth Group today announces it has reached $2 Billion in Assets Under Advisement, marking a significant milestone for the independent wealth management firm.
Summit Wealth Group Adds Second Colorado Springs Office
May 1, 2023— Legacy Wealth Planners, an independent financial planning and wealth management firm led by advisors Lacey Jordan, CFP® and Tracy Thornlow based out of Colorado Springs, CO, today announced it has joined Summit Wealth Group. Summit Wealth Group is an advisory firm headquartered in Colorado Springs and, with this acquisition, now has 10 locations throughout the country.
Summit Wealth Group Acquires South Dakota Firm, Establishes 9th Branch Office
October 1, 2022—Whitesell Financial Group, an independent financial planning and wealth management firm based out of Rapid City, SD, today announced it has joined Summit Wealth Group. Summit Wealth Group is an advisory firm headquartered in Colorado Springs and, with this acquisition, now has 9 locations throughout the country.
Summit Makes Inc Magazine's Best Workplaces in America List for 2022
June 30, 2022 – Inc Magazine has recognized Summit Wealth Group as one of the top 475 places to work in the country for 2022.
Summit Wealth Group Announces Expansion, Adds Nashville-Area Office
December 1, 2021 – Summit Wealth Group today announces its agreement with Dave Adams and his firm, Adams Investment Strategies, out of Franklin, TN. Adams Investment Strategies will join Summit Wealth Group and become Summit's eighth branch office location (its first in the Greater Nashville area).
Summit Wealth Group Reaches $1 Billion in Assets Under Advisement
Feb 19, 2020—Summit Wealth Group today announces it has reached $1 Billion in Assets Under Advisement, marking a significant milestone for the independent wealth management firm.
The Gazette: Summit Wealth Group Recognized Among Best Workplaces for 2020
Dec 9, 2020—Summit Wealth Group, an independent financial planning and wealth management firm based out of Colorado Springs is pleased to announce it has been named to the Colorado Springs Gazette's list of Best Workplaces for 2020. This is Summit's first time making the list.
Summit Recognized Among Inc. Magazine's Fastest Growing Companies for 2019
August 15, 2019 – Summit Wealth Group has recently been named by Inc. Magazine to its list of the 5,000 fastest-growing private firm in the country.* The rankings were released in August of 2019.