Summit Wealth Group

Advisory services offered through Summit Wealth Group LLC; an Investment Adviser registered with the U.S. SEC -

[Summit Wealth Group @summitwealthgrp]

At Summit Wealth Group, we help you create clarity and confidence in your finances so you can focus on what matters most: family, purpose, and peace of mind.

That’s what it means to Live Fully.

[Summit Wealth Group @summitwealthgrp]

A little rain wasn't enough to stop a great gathering.

Clients, families, and team members gathered for our Colorado Springs Thunderbirds watch party.

Great company. Great views. Great afternoon.

[Summit Wealth Group @summitwealthgrp]

This Memorial Day, we honor the brave men and women who gave their lives in service to our country. Their sacrifice will never be forgotten.

In observance of the holiday, Summit Wealth Group offices will be closed Monday, May 25th.

[Summit Wealth Group @summitwealthgrp]

Small Acts Shared Impact

Our CEO, Randy Morris, CFP®, shares how we partner with World Vision to support communities around the world.

We’re grateful to be part of something bigger and proud of the impact we can create together.

#WorldVision #EveryoneNeedsabelieverconference

[Summit Wealth Group @summitwealthgrp]

Advisor Nathan M. Archuleta, CFP®, AIF® breaks down:
• wills vs. trusts
• what probate actually means
• when you may need both
• why estate planning is not just for the ultra-wealthy

Read more:
https://t.co/0ovILVH8DY

[Summit Wealth Group @summitwealthgrp]

Most people think estate planning is about wealth.

It’s actually about reducing confusion for the people you leave behind.

A will and a trust are not interchangeable, and understanding the difference matters more than many families realize.

[Wealth Management @wealth_mgmt]

RIA Edge Podcast 🎙️

Host David Armstrong speaks with Randy Morris, founder and CEO of Summit Wealth Group, about the firm’s transition from a long-standing broker/dealer affiliate to launch its own independent RIA platform.

Listen >> https://t.co/pjZ5DR41WV

[Summit Wealth Group @summitwealthgrp]

What does “Business on Mission” actually look like in practice?

Our CEO, Randy Morris, CFP®, shares his perspective during a panel at World Vision’s conference.

Watch the full discussion:https://t.co/yJtjKHdGtu

#WorldVision #EveryoneNeedsabelieverconference

[Summit Wealth Group @summitwealthgrp]

Wishing you a blessed Easter from Summit Wealth Group 🤍 ✝️
A day rooted in hope, grace, and new life through Christ.

[Summit Wealth Group @summitwealthgrp]

Before filing, it can help to review:

Retirement contributions
Charitable giving strategies
Capital gains from the previous year

These details often influence overall tax efficiency.

[Summit Wealth Group @summitwealthgrp]

Don't know how to adjust? That's when a financial advisor can be helpful.

[Summit Wealth Group @summitwealthgrp]

Before the tax deadline arrives, it’s worth reviewing a few things:

Retirement contributions
HSA contributions
Potential tax-loss harvesting opportunities

Small adjustments can sometimes create meaningful tax efficiency.

[Summit Wealth Group @summitwealthgrp]

A financial advisor can help you keep track of those decisions and know when to make them.

Learn more: https://t.co/t1zuNzaczP

[Summit Wealth Group @summitwealthgrp]

Many households focus on filing taxes correctly.

Far fewer focus on whether they’re paying more than necessary.

Tax planning isn’t just about April.

It’s about decisions made throughout the entire year.

[Summit Wealth Group @summitwealthgrp]

Over 50 and earning $150K+?

Your 2026 401(k) catch-up contributions must now be Roth.

No deduction now.

But potentially more flexibility later.

Here’s what that really means:
https://t.co/gvjLzLuOcd

[Summit Wealth Group @summitwealthgrp]

Congratulations to Mauricio Alas on earning his CFP® designation.

A major milestone that reflects dedication, expertise, and a strong commitment to clients.

Well done

[Summit Wealth Group @summitwealthgrp]

Nathan M. Archuleta, CFP®, AIF®, Josh Jerele, CFP®, and Lacey Jordan, CFP®, ChFC® attended the 2026 Fearless Investing Summit this week.

Continued education isn’t optional. It’s how we serve clients better.

Always learning. Always refining.

[Summit Wealth Group @summitwealthgrp]

Full breakdown: https://t.co/dCPSa3pWWP

[Summit Wealth Group @summitwealthgrp]

Have you updated your 2026 retirement contributions yet?

There are new limits in effect:

• IRA: $7,500
• 401(k): $24,500
• Enhanced catch-up for ages 60–63
• SEP IRA: $70,000

Early-year adjustments matter.

[Summit Wealth Group @summitwealthgrp]

Read more here: https://t.co/EvuhD8vcAM

[Summit Wealth Group @summitwealthgrp]

Love is emotional.

Marriage is financial.

Before building a life together, couples should discuss:

• Assets & liabilities
• Retirement timing
• Risk tolerance
• Legacy planning

Financial clarity builds trust.