Top Workplaces 2025: Summit Wealth expands services to meet client needs
Summit Wealth Group ranks No. 2 for the best small companies in Colorado
Summit Wealth Exits Commonwealth Prior to LPL Buyout to Become RIA
2025 | Forbes Honors 5 Summit Advisors
2025 | Forbes Lacey Jordan
August 2024 | Forbes Honors 2 Summit Advisors
Scottsdale, AZ (August 19, 2024)—Summit Wealth Group, an independent financial advisory firm located throughout the country, today announced 2 of its financial advisors have been named to Forbes’ Best-in-State Top Next-Gen Wealth Advisors list for 2024 in their respective states.
2024 Forbes Top Next-Gen Wealth Advisors Best-in-State, created by SHOOK Research. Presented in Aug 2024, based on data gathered over a 12-month period as of 03/31/24. 4081 Advisors were considered, 1621 Advisors were recognized. Not indicative of an advisor’s future performance. Your experience may vary. Click here for more award information.