Your Financial Future Starts Here
At Summit Wealth Group, we help clients in Scottsdale, Phoenix, and surrounding areas plan for a more secure and prosperous future. Our team of experienced financial advisors is here to guide you every step of the way.
About Summit Wealth Group?
Free Consultation
with a Financial Advisor
Receive personalized advice and a clear, actionable roadmap to reach your financial goals.
What Our Clients Are Saying
"My husband and I are long-time clients of Summit Wealth Group. Year in and year out, they consistently provide an exceptional level of investment guidance and overall financial service. They truly listen to our needs/goals, develop effective strategies, communicate clearly and regularly, and deliver results that exceed our expectations. The entire staff goes above and beyond. Summit Wealth Group has elevated the bar for what it means to be a trusted advisor. They are so important to us that we think of them as extended family. Thank you Summit Wealth for taking such extraordinarily good care of us! We are clients for life." – Kathryn S.
Schedule Your Complimentary Consultation Today!
Fill out the form below to connect with a professional advisor and start planning your financial future.
Complimentary, no-obligation consultation.
Ready to Plan
Your Future?
Connect with one of our experienced advisors for your free consultation. We’ll help you create a plan that fits your life & goals.
14500 N Northsight Blvd Suite 112, Scottsdale, AZ 85260
+1 (602) 388-1794
www.summitwealthgroup.com/p/scottsdale
© 2025 Summit Wealth Group. All rights reserved.
Privacy Policy
Terms of Service
Your Financial Future Starts Here
Over 20 Years of
Local Experience
Experienced advisors proudly serving Scottsdale, Phoenix, and nearby communities since 2002.
Comprehensive Financial Planning Services
Guidance for retirement, college, estate planning, taxes, investments, and small business setup.
Randy Morris, CFP®, ChFC®, AIF®
Lily Gubceac, CRPC®
David Newby, CFP®, RICP®, CDFA®
Scott Marks, CFP®, CRPC®
This statement was provided by a client on 07/28/2023. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
¹ On April 8, 2025, Randy Morris was named by Forbes and SHOOK Research, LLC as Forbes Best-in-State Wealth Advisors 2025 based on the period from 6/30/2023 to 6/30/2024. No compensation was provided to SHOOK Research to obtain inclusion on the list, but there is a licensing fee to utilize the Forbes logo in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found here.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Data compiled by SHOOK Research LLC. Investment performance is not a criterion. Self-completed survey was used for rating. For all the years listed below, no compensation was provided to SHOOK Research to obtain inclusion on the list, but there is a licensing fee to utilize the Forbes logo in marketing materials. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; based on the time period from 6/30/23 - 6/30/24.
2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; based on the time period from 6/30/22 - 6/30/23.
2023 Forbes Best-In-State Wealth Advisors; Awarded April 2023; based on the time period from 6/30/21 - 6/30/22.
2022 Forbes Best-In-State Wealth Advisors; Awarded April 2022; based on the time period from 6/30/20 - 6/30/21.
2021 Forbes Best-In-State Wealth Advisors; Awarded February 2021; based on the time period from 6/30/19 - 6/30/20.
2020 Forbes Best-In-State Wealth Advisors; Awarded January 2020; based on the time period from 6/30/18 - 6/30/19.
2019 Forbes Best-In-State Wealth Advisors; Awarded February 2019; based on the time period from 6/30/17 - 6/30/18.
2018 Forbes Best-In-State Wealth Advisors; Awarded February 2018; based on the time period from 6/30/16 - 6/30/17.
² In August 2024 and 2025, Scott Marks was named by Forbes and SHOOK Research, LLC as Forbes Top Next-Gen Wealth Advisors Best-in-State 2024 and Forbes Top Next-Gen Wealth Advisors Best-in-State 2025, respectively, based on the period from 3/31/23 - 3/31/24, and the period from 3/31/24 - 3/31/25, respectively. No compensation was provided to obtain inclusion on the list, but there is a licensing fee to utilize the Forbes logo in marketing materials. Award criteria may not directly reflect the quality of investment advice. The full methodology is available here.
In April 2024 & April 2025, Scott Marks was named by Forbes and SHOOK Research, LLC as Forbes Best-in-State Wealth Advisors 2024 and Forbes Best-in-State Wealth Advisors 2025, respectively, based on the period from 6/30/2022 - 6/30/2023 and the period 6/30/23 - 6/30/24, respectively. No compensation was provided to obtain inclusion on the list, but there is a licensing fee to utilize the Forbes logo in marketing materials. Award criteria may not directly reflect the quality of investment advice. The full methodology is available here.
Wealth Group, LLC, is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A & 2B can be obtained by written request directly to: 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Choosing the right financial partner matters. At our Scottsdale branch, you’ll work with advisors who combine experience, recognition, and a client-first approach. Randy, our founder & CEO, has appeared on the Forbes Best-In-State Wealth Advisors list every year since 2018¹. Scott, Senior Financial Advisor and Vice President, has earned recognition on both the Forbes Top Next-Gen and Best-In-State Wealth Advisors lists in 2024 and 2025². Lily, a Chartered Retirement Planning Counselor, brings nearly two decades of experience, and David focuses on retirement income planning and wealth transfer for high-net-worth clients. Together, they provide comprehensive, personalized strategies to help you reach your financial goals with confidence.
