Summit Wealth Group

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Summit Wealth Group — overview

About

Summit Wealth Group is a US-based wealth manager and registered investment adviser. The firm provides investment management, risk management, estate planning, retirement planning, family office services, and financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans on a discretionary basis. In Q1 2026, Summit Wealth Group merged with Premier Private Wealth, a Tennessee-based wealth manager and registered investment advisor. The merger introduced Summit Wealth Group Family Office Services.

Summit Wealth Group - known decision makers (21)

Position	Location	Asset Class
Chief Compliance Officer	Colorado Springs, US	GEN
Chief Executive Officer	Colorado Springs, US	GEN
Chief Investment Officer	Colorado Springs, US	GEN
Director of Marketing	Scottsdale, US	GEN
Financial Advisor	Colorado Springs, US	GEN

Showing 5 of 21 known decision makers Summit Wealth Group

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