Press & Media
Summit Wealth Group in the News
Access the latest announcements, company milestones, and media coverage.
Press & Media
Access the latest announcements, company milestones, and media coverage.
2017-2026
Best-In-State Wealth Advisors
Various Individual advisors at Summit Wealth Group have received this award between the years 2017-2026. Each list is published in the year awarded and based on data from the prior year (e.g., the 2026 list was published 04/07/26 with data as of 06/30/25). Rankings are developed by SHOOK Research, LLC. Full methodology here. Compensation was paid for use of marketing materials, not to obtain the rating.
2017, 2019, 2026
Fastest Growing Private Firms
Summit Wealth Group was named to the Inc. 5000 list of America’s fastest-growing private companies in 2017, 2019, and 2026. The 2026 list was published 8/2026 and based on revenue growth from 2022 to 2025. Rankings are developed by Inc. Full methodology here. Compensation was paid to be considered for the ranking and for use of the Inc. 5000 logo in marketing materials.
2025
Top Workplaces in Colorado
Summit Wealth Group was named a 2025 Top Workplace in Colorado by The Denver Post, published 05/2025. The rankings were developed by Energage, LLC. Full methodology here. No compensation was paid to be considered for the rating.
2024-2025
Top Women Best-In-State Wealth Advisors
The 2024 and 2025 rating was awarded to Lacey Jordan, 2024 data published 02/08/24 and as of 09/30/23, 2025 data published 02/11/25 and as of 09/30/24. Rankings developed by SHOOK Research, LLC. Full methodology here. Compensation was paid for use of marketing materials, not to obtain the rating.
2022
Best Workplaces in America
The 2022 rating was awarded to Summit Wealth Group, published 05/2022, data collected the previous year. Rankings were developed by Inc. Media. Full methodology here. Compensation was paid to be considered for the ranking and for use of the Inc. logo in marketing materials.
Journalists and media professionals looking to speak with a Summit advisor or leadership team member can reach out to our team directly.
