Summit Wealth Group
Finance · Colorado, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
13710 Struthers Rd Ste 115, Colorado Spr...Phone Number
(719) 633-4033Website
www.summitwealthgroup.comRevenue
$9.2 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
2
1
1
About Summit Wealth Group
Founded in 2002, Summit Wealth Group is a financial advisory firm with a focus on financial planning. Summit Wealth Group provides retirement, college, tax, and estate planning as well as investment management, risk management, lifestyle coaching, and business advisory services. Summit Wealth Group is headquartered in Colorado Springs, Colorado.Explore more
Summit Wealth Group Org Chart
Get the full picture
Sign in to uncover key details.
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Summit Wealth Group your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Funding: Get notified immidiatlly once Summit Wealth Group has new funding data
Check if Summit Wealth Group has recently received funding, and reach out quickly before it becomes old news!
Product Launch: Get notified when Summit Wealth Group launches new products
Summit Wealth Group, which may be a good buyer, showed buying intent in Masked Content Topic
Check out if Summit Wealth Group is spiking on competitors!
Congratulate Masked Content for being promoted to Masked Content at Summit Wealth Group
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Earning: See what the market has to say on Summit Wealth Group recently announced quarterly report
Click to see if Summit Wealth Group had a recent Job posting/layoffs
Website visits: Recent activity has been detected on your website
Recommended Actions
Find VP level buyers at Summit Wealth Group
Find 3 more new buyers
Compare Similar Companies to Summit Wealth Group
Compare insights from companies similar to Summit Wealth Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
$5.7M
11-50
Private
-
-
MJ
Michael JpPresident, Michael Jp Fitzgerald, Cpa & Pfs, Cfp, Mstax, Ccfp, Ccfs, ELA , TX (Houston)
Company Profile Activity
Activity Insights
Summit Wealth Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Summit Wealth Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summit Wealth Group.
Summit Wealth Group Tech Stack
A closer look at the technologies used by Summit Wealth Group
Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
New Hire
Executive Move
Executive Moves, New Hire
New Hire
Executive Move
Executive Moves, New Hire
Facilities Relocation / Expansion
Summit Wealth Group is planning to move offices in January 2026. The move will impact approximately 10 employees at the existing office located at 141 Union Blvd, Suite #270, Lakewood, CO.
Facilities Relocation/Expansion
Promotion
Executive Move
Summit Wealth Group News & Media
Summit Wealth Group Adds New CIO, Advisor Success Head
Colorado Springs RIA Summit Wealth Group hired Seamus O'Brien for advisor success and Chelsea Ganey as CIO to support growth plans
Read more news
Top Finance Companies
Top companies in Canada by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Summit Wealth Group
Sign Up For FreeTo access detailed company insights
Founded in 2002, Summit Wealth Group is a financial advisory firm with a focus on financial planning. Summit Wealth Group provides retirement, college, tax, and estate planning as well as investment management, risk management, lifestyle coaching, and business advisory services. Summit Wealth Group is headquartered in Colorado Springs, Colorado.... Read More
