Summit Wealth Group, LLC

Summit Wealth Group is an SEC-registered advisory firm that provides discretionary portfolio management, financial planning, and consulting to individuals, high‑net‑worth clients, trusts, estates, businesses, and retirement plan participants. The firm reports managing roughly $182 million for about 282 clients and offers both ongoing asset management and standalone or hourly financial planning engagements.

The firm emphasizes customized, primarily long‑term portfolios built with mutual funds and ETFs and, when appropriate, individual stocks, bonds, or interests in limited partnerships; investment policy statements are used to document client goals and any restrictions. Summit typically exercises discretionary authority and conducts regular reviews, and it also uses third‑party platforms (including a participant‑account platform and an order management system) to manage held‑away participant accounts and implement tax‑efficient allocation and rebalancing strategies.

Summit is notable among peers for operating from five offices despite having two advising professionals, and for its ownership ties to affiliated firms that provide tax and consulting services (Integrated Tax Solutions, LLC and Integrated Financial Solutions, LLC). Those affiliations and the firm’s practice of recommending rollovers and related third‑party solutions are disclosed in the brochure as potential conflicts of interest and are described alongside the firm’s custody and custodial‑platform arrangements.