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Summit Wealth Group

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Summit Wealth Group

Mission statement:

Our mission is to be your trusted financial team of professionals with experience, dedication, and an unwavering commitment to excellence.

Overview:

OUR VALUES
Our core values include:

Excellent Client Experience

Passionately pursue excellence
Provide an exceptional client experience
Teamwork and Growth

Build positive team and family spirit
Committed to financial health of our clients, team and company
Pursue personal and professional growth and development
Ownership and Accountability

Accountability: ownership in what we say, do and how we act
Intentional Relationship

Demonstrate godly character through humility and respect
Nurture client trust with empathy and integrity
Develop long term relationships with our clients & the SWG family
Committed to listening and communication skills
OUR PHILOSOPHY
At Summit Wealth Group, we talk a lot about your dreams. After all, it is your dreams that can help bring fulfillment in life. So what are your dreams? Do you wish to travel, have more time to spend with family, leave a lasting legacy, give to charities, have a comfortable retirement?

We believe through a carefully constructed and accountability-based implementation of the plan, utilizing our team-based approach we can help our clients realize their dreams. In fact, Summit Wealth Group exists so our clients can devote their time and energy to pursuing and appreciating life.

History:

Summit Wealth Group’s inception dates back to 1985 when CEO, Randy Morris, founded Executive Financial Planning, Inc. (EFP) with a desire to provide independent, customized advice to clients with a financial planning emphasis.

Over the course of the next 17 years, EFP grew to become one of the largest independent financial advisory firms in the nation. The formation of Summit Wealth Group in the fall of 2002 was a deepening of that initial vision.

Since establishing our headquarters in Colorado Springs, our focus has been on expanding our reach into other parts of the country. Today, Summit Wealth Group is located in 4 different states with 7 total branch offices. In addition, Summit owns a tax and accounting firm, Summit Accounting Solutions, which allows us to provide more comprehensive financial planning to our clients.

Toll Free: +1 877 320 0379

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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