Beacon Point Services Competitors

Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential. What is at the heart of Summit Wealth Group? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about being at our best so our clients can be at their best. Our clients have significant goals, goals that are the real reason for investing and planning. By partnering with Summit Wealth Group, these goals come into focus through effective planning, as we custom-tailor financial strategies to help make these dreams a reality. Summit Wealth Group, LLC, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A & 2B can be obtained by written request directly to: 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.

With over 20 years of retirement plan design experience and recognized expertise in the 403(b)/401(k) marketplace, we partner with Plan Sponsors to implement high-impact retirement plans that engage, educate and equip participants for a lifetime of service. When we define “retirement” as the development of a Future Funded Ministry Plan, we separate ourselves from those who only see it as preparation for a time of inward focus and personal pleasure. Retirement is “not only a reward for past service, but also a stepping stone to future ministry.” This is certainly a key distinguishing characteristic of Envoy Financial. Our Envoy Choice plans enable you to choose confidently, invest boldly, and manage easily. Our expertise includes: total universe of funds, faith-based investments, Third Party Administration and Recordkeeping, service capacity and advanced online tools. We provide cost-effective retirement plans that deliver high-impact results. The corporate entities providing these services include: Envoy Financial, Inc., Envoy Advisory, Inc., Envoy TPA and Recordkeeping, Inc. * Envoy does not approve or endorse any third-party communications posted on this site.

Evergreen Wealth is a modern Registered Investment Advisor built for successful individuals and families who want clarity, tax efficiency, and confidence in every financial decision. Our members juggle complex income streams, rising tax exposure, concentrated positions, and the pressure of knowing that one misstep can set them back. We combine experienced advisors with advanced AI that analyzes your full financial picture designed to help you capture opportunities, avoid surprises, and stay aligned with what matters most to you. What we deliver: -Personalized financial guidance across investments, retirement strategies, and estate analysis -Customized portfolios with direct indexing designed for long-term, tax-aware growth -Comprehensive tax optimization using ongoing tax-loss harvesting and strategic planning -AI-driven insights that support smarter decisions -A unified experience that simplifies complexity and gives you a clear view of your financial life If you’re looking for a forward-thinking advisor who blends AI-powered technology with deep human expertise, Evergreen Wealth is the partner built for your next chapter. Evergreen Wealth Advisors, is a registered investment adviser with the SEC. Registration does not imply a certain level of skill or training. More information about Evergreen's investment advisory services, Form ADV Part 2, and Form CRS can be found here: https://adviserinfo.sec.gov/firm/summary/. The content provided is for informational purposes only and this material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Social Media disclosures can be found here : https://support.evergreenwealth.com/hc/en-us/articles/32313396107284-Social-Media-Disclosures Account disclosures can be found here: https://support.evergreenwealth.com/hc/en-us/categories/30874763045652. https://linktr.ee/evergreenwealth