Summit Wealth Group Email Formats
Financial Services • 
Gleneagle, Colorado, United States • 51-100 Employees
Summit Wealth Group Email Formats
Summit Wealth Group uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@summitwealthgroup.com), used 49.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@summitwealthgroup.com | 49.1% |
{first name}{last name} | johndoe@summitwealthgroup.com | 45.3% |
{last name}{last name} | doedoe@summitwealthgroup.com | 3.8% |
{first initial} | j@summitwealthgroup.com | 1.9% |
Key Contacts at Summit Wealth Group
Josh Willink
Director Of Marketing
Alisha Butterfield
Director Of Branch Operations
Shannon Anderson
Director Of First Impressions
Mollie Oller
Director Of First Impressions
Company overview
| Headquarters | 13710 Struthers Road, Suite 115, Colorado Springs, Colorado 80921, US |
| Phone number | +17196334033 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Advising, Risk Management, Financial Advisor, Tax Planning, Accounting, Wealth Management, College Planning, Retirement Planning, Financial Planning, Estate Planning, Tax Preparation, Investment Management, Certified Financial Planner, Accumulation Planning |
| Founded | 2002 |
| Employees | 51-100 |
| Socials |
About Summit Wealth Group
Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential. What is at the heart of Summit Wealth Group? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about being at our best so our clients can be at their best. Our clients have significant goals, goals that are the real reason for investing and planning. By partnering with Summit Wealth Group, these goals come into focus through effective planning, as we custom-tailor financial strategies to help make these dreams a reality. Summit Wealth Group, LLC, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A & 2B can be obtained by written request directly to: 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Summit Wealth Group has 34 employees across 6 departments.
Departments
Number of employees
Funding Data
Summit Wealth Group has never raised funding before.
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