Company Overview
Company Name
Summit Wealth Group
Address
8400 E Prentice Ave #1000, Greenwood Village, CO, 80111, United States
Website
summitwealthgroup.comPhone
(303) 688-6499Approx. Annual Revenue
$5.5M
Employees
25
Established
2002
Google Reviews
5.0 (10 reviews)
Locations
11
About Summit Wealth Group
Summit Wealth Group is a financial advisory firm based in Lakewood, Colorado, United States. The company's CERTIFIED FINANCIAL PLANNER™ practitioners provide customized financial planning and investment management services to help clients reach their wealth management and retirement goals.
Business Profile
Read from the Summit Wealth Group website on Oct 13, 2026. Hover an item to see the exact wording it came from.
Licenses, certifications & awards
- CFPIndustry certified
- Registered Investment AdviserIndustry certified
About the website
- Website quality (AI-assessed)
- 8/10 · Current news and merger announced; Detailed services and credentials
- Footer copyright year
- 2026
Announcements
As stated on the Summit Wealth Group website.
- New location“Summit Adds New Office”
Recent changes
What changed on the Summit Wealth Group website and Google listing, as detected by Coldlytics on each visit.
New location announced
Summit Adds New Office
Coldlytics tracks changes like these across millions of businesses, so you can reach companies the moment they add a pixel, start hiring, or switch software.
Find companies by what just changed →Summit Wealth Group locations
11 Google Business Profile listings.
| Location | Google category | Reviews | Status |
|---|---|---|---|
| 8400 E Prentice Ave #1000, Greenwood Village, COprimary | — | 5.0 (10) | Claimed |
| 725 Cool Springs Blvd Ste 460, Franklin, TN | — | — | Claimed |
| 14500 N Northsight Blvd Ste 112, Scottsdale, AZ | Financial planner | 5.0 (45) | Claimed |
| 271 Trace Colony Park Dr Ste B, Ridgeland, MS | Financial planner | 5.0 (17) | Claimed |
| 141 Union Blvd #270, Lakewood, CO | — | 5.0 (14) | Claimed |
| 13710 Struthers Rd Ste 115, Colorado Springs, CO | Financial planner | 5.0 (12) | Claimed |
| 15350 SW Sequoia Pkwy #150, Portland, OR | Financial planner | 5.0 (7) | Claimed |
| 256 Seaboard Ln Suite, C101, Franklin, TN | Financial planner | 5.0 (6) | Claimed |
| 4815 N Park Dr, Meridian, MS | Financial planner | 4.8 (4) | Claimed |
| 817 9th St, Rapid City, SD | Financial planner | 5.0 (3) | Claimed |
| 5050 Poplar Ave #1522, Memphis, TN | Financial planner | 5.0 (1) | Claimed |
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Frequently Asked Questions about Summit Wealth Group
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