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.
Innovative Advisory Group (IAG), an independent Registered Investment Advisory Firm, is bringing innovation to the wealth management industry by combining both traditional and alternative investments. We advise clients on traditional investments, such as stocks, bonds, and mutual funds, as well as advising clients on alternative investments. IAG has a value-oriented approach to investing, which integrates specialized investment experience with extensive resources.
Innovative Advisory Group is an industry leader in utilizing alternative investments inside a Self-Directed IRA or Self-Directed 401(k).
Alpha Wealth is an independent and privately held wealth management firm specializing in the management of small business retirement plans, investment planning strategies, and asset allocation programs for individuals, family-owned and closely held businesses.
We are dedicated to developing lasting relationships with all of our clients. We strive to know and understand your financial situation and provide you with high quality information, services, and products to help you reach your goals.
Founded in July 2012, our advisors manage more than $340 million in assets under management as of December 31, 2024. The principals at Alpha Wealth have more than 65 years of combined experience in the wealth management and finance industries.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, ember FINRA/SIPC. Alpha Wealth Advisors and LPL Financial are separate entities. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of LPL Financial may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. The web site links referenced are being provided strictly as a courtesy. Neither us, nor LPL Financial are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
https://www.finra.org/
https://www.sipc.org/
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