Summit Wealth Group

Services Offered

• Holistic financial planning
• Retirement income planning
• Investment management
• Tax planning and strategy
• Estate planning
• College planning

About

Summit Wealth Group is a financial planning firm based in Meridian, Mississippi, with a team of experienced financial advisors, including Certified Financial Planners (CFPs®) and Certified Public Accountants (CPAs). They offer a wide range of services including holistic financial planning, retirement income planning, investment management, tax planning and strategy, estate planning, and college planning. The firm is dedicated to helping clients navigate their financial futures with customized strategies tailored to their individual needs. Summit Wealth Group serves both individuals and families seeking to secure their financial well-being and achieve their long-term goals.

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