Summit Wealth Group

A little rain wasn't enough to stop a great gathering. Our Colorado Springs team recently hosted clients, families, and colleagues for a Thunderbirds watch party ahead of the Air Show. What made the afternoon memorable wasn't just the view overhead. It was the opportunity to connect outside of meetings, share time together, and strengthen the relationships that make our community special. Thank you to everyone who joined us for a great afternoon!

Private markets continue to evolve, and so do the structures investors use to access them. Summit Wealth Group CEO Randy Morris, CFP®, ChFC®, AIF®, CIO Chelsea Ganey, CFA®, and Seamus O’Brien, CFP®, Head of Advisor Success, will join industry leaders at Wealth Management EDGE for discussions surrounding the latest trends in investing, technology, and financial advice. Ganey will speak as part of a panel discussion exploring the pros and cons of today’s key private market vehicles, including: • Traditional drawdown funds • Evergreen funds • Interval funds • What may be next for private market structure innovation The conversation will examine the tradeoffs advisors and investors are navigating around liquidity, accessibility, tax reporting, portfolio construction, and long-term flexibility as private markets continue to become a larger part of the investment landscape. As private markets continue to mature, conversations around structure, access, and investor experience are becoming increasingly important across the advisory industry.

This Memorial Day, we pause to honor the brave men and women who gave everything for our freedom. Their sacrifice will never be forgotten. As we spend time with family and friends this long weekend, we reflect with gratitude on those who made those moments possible. In observance of Memorial Day, all Summit Wealth Group offices will be closed on Monday, May 25th. We will resume normal business hours on Tuesday.

Small Acts. Shared Impact. Giving back is part of the culture at Summit Wealth Group. In this clip, our CEO, Randy Morris CFP®, shares how our team comes together through our partnership with World Vision to support communities around the world. We’re proud of the impact that can happen when people rally behind something bigger than themselves. #WorldVision #EveryoneNeedsabelieverconference

One tax rule many people don’t realize: capital losses don’t fully carry over after the death of a spouse. When a married couple files jointly, capital losses can be carried forward year after year to offset future gains. However, when one spouse passes away, those loss carryforwards are effectively split between the spouses based on ownership. The surviving spouse generally only retains the portion attributable to them, while the deceased spouse’s share expires and cannot be used in future years. In some situations, it may make sense to realize capital gains in the year of death to utilize those losses while the couple can still file Married Filing Jointly. Like many areas of tax planning, timing can make a significant difference.

Growth sometimes requires asking difficult questions. Are we still building in the right environment? Are we creating the best experience possible for clients and advisors? What becomes possible with greater autonomy? In his interview with the RIA Edge Podcast by Wealth Management, our CEO, Randy Morris CFP®, shares the thinking behind Summit Wealth Group’s transition to Summit 2.0 and why the firm chose to pursue a more independent path focused on long-term growth, operational flexibility, and a stronger client experience. An honest conversation about leadership, growth, and what it takes to build intentionally in a changing industry. Full episode: https://lnkd.in/gum2DDTd

What does it really look like to scale an advisory firm while protecting culture, improving the client experience, and preparing for the future of the industry? Randy Morris CFP®, recently joined the RIA Edge Podcast by WealthManagement.com for a conversation about the evolution of Summit Wealth Group, the launch of Summit 2.0, leadership, growth, M&A, advisor development, and where the RIA space is heading next. In the episode, Randy shares an honest perspective on: • transitioning 3,000 clients and 70+ team members • why Summit chose greater autonomy • building a “20-year startup” • professionalizing the business while maintaining culture • the balance between technology and human connection If you are interested in the future of wealth management, leadership, advisor growth, or what it takes to build intentionally in a changing industry, this conversation is worth listening to. Thank you to RIA Edge and Wealth Management.

The most important financial role in your family might not have a title. When people think about financial planning, they usually think about numbers. Investments. Strategies. Retirement timelines. But in most families, there is someone quietly shaping all of it. The one thinking ahead. The one protecting what matters. The one making daily decisions that never show up on a balance sheet. For many families, that person is mom. Not because of a title. Because of the role she plays in creating stability, direction, and long-term impact. The truth is, financial plans do not exist in isolation. They reflect the people behind them. This Mother’s Day, it is worth recognizing the influence that often goes unseen but is felt for generations. What is one lesson your mom passed down that still shapes how you think about money today?

What does it actually look like to bring a personal commitment to ending extreme poverty into the way a business operates? Our CEO, Randy Morris CFP® , joined a panel at World Vision’s Everyone Needs a Believer Conference to share what a Business on Mission approach looks like in practice. This conversation was a powerful reminder that businesses can be a force for lasting impact in communities around the world. Watch the full discussion here: https://lnkd.in/gS3Zvq-S #WorldVision #EveryoneNeedsabelieverconference