Summit Wealth Group

I cannot say enough about Summit Wealth Group. I moved my money over with Scott a few years ago when I moved to the Phoenix area. He has a good understanding of the markets and has done a great job handling my accounts. My portfolio is constantly out performing the market. The fees are very reasonable for the performance, products, and services provided. Walking into an office with friendly faces is always a plus. Not to mention if you call the office, you won’t get an automated answering machine. I find joy in the little things in life.

We absolutely love Summit Wealth and Scott Marks. We’ve been with him since 2017 and have achieved goals we didn’t even know we had. The annual in person financial check-in’s are invaluable and between these meetings we can always rely on Scott to briskly answer questions and provide his recommendations but is always open to alternative moves that are important to us. We truly feel part of the Summit Wealth family and can’t imagine where we would be financially without his expertise.

Summit has been a great advising group to work with. Scott makes sure to really listen to your goals and nudge you in the correct direction. I feel much more informed and part of the process than past advisors. I've recommended them to friends and family.