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. 

  • 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

  • "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

  • "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

  • "What I found was that a lot of the processes and departments were already in place. It's something we didn't have before, and so it's very complimentary what we were trying to achieve and as we've grown and expanded over the years, I mean it's it's improved my business, it's grown the business significantly and it allowed me to spend more time with my clients. You know that's what I should be doing, as opposed to all the other things. So building a great team, having different departments that help me focus on the 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.