Family Office
Summit Wealth Group (SWG)
Summit Wealth Group is a US investment management firm founded in 2002 and headquartered in Colorado Springs, Colorado. The firm's investment approach is led by CIO Chelsea Ganey. Previously, she served as a chief strategy officer at Moran Wealth Management for over three years.
Assets Under Management
$1B-$10B
Headquarters
Colorado Springs, Colorado
Website
www.summitwealthgroup.comDecision-makers
Chelsea Ganey
Chief Investment Officer
Scott Marks
Senior Financial Advisor, Vice President & Investment Committee Co-Chair
Nicole Davis
Director of Financial Planning Services & Investment Committee Co-Chair
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