Summit Wealth Group

Summit Wealth Group, based in Scottsdale, Arizona, is a renowned financial planning firm that has been delivering top-notch services since 2002. Summit Wealth Group is one of the Three Best Rated® Financial Services in Scottsdale, AZ.

BEST RATED SCOTTSDALE FINANCIAL SERVICES SUMMIT WEALTH GROUP

SUMMIT WEALTH GROUP

Since 2002

14500 North Northsight Boulevard, Suite 112, Scottsdale, AZ 85260

4.6 (110)

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About

Their team comprises financial advisors, CFPs®, CPAs, financial planners, and administrative professionals who have branch offices across the country. They specialize in providing personalized and comprehensive financial planning, which includes retirement income planning, investment management, tax planning and strategy, estate planning, college planning, and many other financial services. Their objective is to help their clients navigate the path to a better and more secure financial future. They offer customized "Best-in-State" financial planning and investment management services that are recognized by Forbes Magazine, giving you the confidence and peace of mind you need to succeed in your wealth-building journey.

Specialty

Financial Planning
Retirement Income Planning
Asset Allocation
Social Security
Wealth Management
401K Planning
Investment Management
Portfolio Management
College Planning
Education Planning
Cash Flow Analysis
Stock
Debt Management
Tax Planning
Money Management
Estate Planning
Insurance Planning
Short & Long Term Disability

Contact Business

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Reviews

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.