Summit Wealth Group is a team of financial advisors, CFPs®, CPAs, and financial planners dedicated to providing holistic customized financial planning. They specialize in retirement income planning, investment management, tax planning, estate planning, and college planning. Clients appreciate the exceptional knowledge and experience of the team, feeling confident in their ability to meet and exceed financial goals. Summit Wealth Group is known for treating clients like family and always prioritizing their best financial interests. Overall, they are highly recommended for anyone looking to strengthen, diversify, and secure their financial portfolio.
Josh and his team at Summit Wealth Group have been a blessing to my family. The knowledge and experience that Josh’s team has is exceptional. I am confident that with the help of Summit Wealth Group my family and I will meet and exceed our financial goals.
Awesome company and great people. It’s good to know they always have your best financial interests at heart. Would recommend to anyone looking to strengthen, diversify and secure their portfolio.
271 Trace Colony Park Drive Ste B, Ridgeland, MS 39157
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