Summit Wealth Group

08/21/2026

The best client experiences begin with people who genuinely care.

That is one of the many reasons we are proud to recognize Nathan M. Archuleta, CFP®, AIF®, as this year’s Spirit of Summit Award recipient!

Presented annually at our Summer Summit, the award honors someone who goes above and beyond for our clients, colleagues and firm. Nate does exactly that through his thoughtful leadership, commitment to excellence and willingness to step in wherever he is needed.

Whether he is caring for his own clients, helping improve the experience we provide across Summit or supporting a teammate, Nate leads with humility and intention.

One colleague described him as “always willing to go above and beyond and just generally a pleasure to deal with.”

Congratulations, Nate! Thank you for the care you bring to every relationship and for representing the Spirit of Summit so well.

08/19/2026

Estate planning is about more than documents. It is about making things easier for the people you care about.

Many families know they need a plan but feel overwhelmed by where to begin. A simple checklist can help turn a complicated process into manageable steps, including:
• Organizing important documents
• Reviewing beneficiaries
• Establishing powers of attorney
• Naming the people who will carry out your wishes
• Making sure someone knows where to find everything

Even small details matter. Does someone know how to access your digital accounts? Would your family know who to contact or where your documents are stored?

You do not have to solve everything at once. Getting organized is a meaningful first step toward creating clarity for your family and helping ensure your wishes are understood.

What is one practical detail you think families are most likely to overlook? Share it in the comments to help others strengthen their own checklists.

08/14/2026

Through every season of growth, our commitment to our clients remains the same.

In case you missed it, Summit Wealth Group was named to the 2026 Inc. 5000 for the third time.

This recognition follows one of the most transformative periods in Summit’s history. As we grew and became our own independent RIA, our team remained focused on serving our clients with the care, attention and personal guidance they have come to expect from Summit.

We are grateful for the trust our clients place in us and proud of the team that continues showing up for them every day.

Read the full announcement:
https://hubs.li/Q04t5YkD0

08/11/2026

We are honored to share that Summit Wealth Group has been named to the 2026 Inc. 5000 list of America’s fastest-growing private companies for the third time.

Over the past three years, Summit has grown by 65% while transitioning to an independent Registered Investment Adviser. Through that change, our focus has remained the same: helping our clients pursue what matters most.

This recognition reflects the trust our clients have in us and the care our team brings to every relationship. That trust has allowed us to grow our firm, strengthen how we serve families, and continue building for the future.

To our clients, team members, and communities, thank you for being part of Summit’s story.

08/05/2026

What does Summit’s growth mean for our clients?

It means more resources, broader expertise, and more time for advisors to focus on the people they serve.

As Summit continues to grow, we remain focused on delivering a consistent, proactive client experience across all offices. We invest in technology and operational support that give advisors more time for meaningful conversations. We provide educational content that helps clients make informed decisions between meetings. And we take a coordinated approach to investments, taxes, income, estate planning, family priorities, and long-term goals.

In a new article in Financial Advisor Magazine, our CEO Randy Morris, CFP®, ChFC®, AIF®, WFA® and Head of Advisor Success Seamus O'Brien, CFP® explain how this commitment to serving clients well has become the foundation for Summit’s organic growth.

We are honored by the recognition, but what matters most is the impact: stronger relationships, more connected guidance, and an experience clients feel confident sharing with the people they care about.

Read the full article:

Organic growth is built intentionally--one relationship, advisor and shared commitment to excellence at a time.

08/03/2026

True wealth management is about more than investment performance. It is about helping families build the knowledge, confidence, and communication needed to preserve both their wealth and their legacy across generations.

That belief is central to our Family Office Services, and it is why we are proud to recognize Randy Morris, CFP®, ChFC®, AIF®, Lacey Jordan, CFP®, ChFC®, Scott Marks, CFP®, CRPC®, David Newby, CFP®, RICP®, TPCP®, Dakota Day, CFP®, TPCP®, and Josh Jerele, CFP® for earning the Whole Family Advisor® designation.

This designation reflects their commitment to helping families navigate the complexities of multigenerational wealth through comprehensive planning, meaningful conversations, and education that extends beyond traditional financial advice.

“This is just one of many examples of the commitment and dedication our advisors bring every day as trusted partners to the families we serve. We're passionate about providing an integrated advisory experience that extends beyond investment management to include family communication, legacy planning, and preparing future generations for the responsibilities that come with wealth. Congratulations to our advisors on this accomplishment. We're proud to have you helping families build stronger legacies for generations to come.”

Michael Comstock CFP®, AIF®
Head of Family Office Services

Please join us in congratulating Randy, Lacey, Scott, David, Dakota, and Josh on this meaningful achievement. We are proud to have them helping families build stronger legacies for generations to come.

07/31/2026

A new pair of shoes can mean so much more than a new pair of shoes.

Thanks to the incredible generosity of our Scottsdale team, clients, and community, we collected 30 pairs of new shoes through our Back to School Shoe Drive with Harvest Compassion Center.

At Summit Wealth Group, we believe helping people pursue what matters most doesn't stop with financial planning. It's about showing up for our neighbors and strengthening the communities we're proud to serve.

Thank you to everyone who helped make this year's shoe drive a success. Your generosity will help local students start the school year with confidence.

07/29/2026

As Summit grows, one priority remains unchanged: creating a better experience for the people and families we serve.

Summit Wealth Group Founder and CEO Randy Morris, CFP®, ChFC®, AIF®, and Head of Advisor Success Seamus O’Brien, CFP®, recently joined Jack Sharry on WealthTech on Deck to reflect on Summit’s first year as an independent RIA.

They discuss how independence has allowed Summit to strengthen our capabilities, invest in our team, and build the infrastructure needed to support increasingly complex client needs, while preserving the relationships and culture at the heart of our firm.

The conversation also explores what is ahead for Summit and how thoughtful growth can help us continue delivering more coordinated guidance and a stronger client experience.

Listen to the full episode:

This episode features Summit Wealth Group Founder & CEO Randy Morris and Head of Advisor Success Seamus O'Brien! Find the full conversation here.

07/22/2026

Would you buy a vacation home with family or friends?

Sharing the cost of a favorite getaway can make the idea feel more attainable. It could mean more vacations together, a familiar place to visit and even rental income when the home is not being used.
But who gets the house during the holidays? Who pays when the water heater breaks? And what happens if one owner wants to sell?

Before buying, talk through four important questions:
📍 How much do we really love the location?
🏠 How much do we really love the house?
📅 How will scheduling work?
⚖️ What legal framework and ground rules do we need?

Clear expectations from the beginning can help protect both your finances and your relationships.

Would you consider co-owning a vacation home? Why or why not?