Meridian, MS Office
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Summit Wealth Group
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Firm-wide stats for Summit Wealth Group
About
Summit Wealth Group LLC provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. Services described in the brochure include discretionary investment management (offered in a wrap‑fee structure), standalone financial planning, family office and wealth planning, and retirement plan advisory (including 3(21) and 3(38) services), generally billed as a percentage of assets under management.
The firm states it customizes target allocations based on each client’s financial profile, goals, liquidity needs and risk tolerance, and uses a range of analytical approaches (asset allocation, fundamental, technical, quantitative and direct indexing) with tax‑loss harvesting when appropriate. Summit frequently implements strategies through third‑party money managers and sub‑advised models (including arrangements with SEI Investments Management Corporation) and monitors accounts on an ongoing basis with at least annual reviews.
Several operational features in the brochure are atypical for peers: some advisory representatives are also registered representatives of Purshe Kaplan Sterling Investments and certain advisory persons are licensed insurance professionals who receive commissions for insurance product sales, conflicts the firm discloses and manages. The brochure also discloses the firm’s use of client testimonials in advertising, a bundled wrap‑fee program, a secured‑loan program offered through Goldman Sachs Bank, and that Summit reported over $2.3 billion in discretionary AUM soon after forming in 2025.
Based on Summit Wealth Group
Location
4815 North Park Drive
Meridian MS 39305
Advisors at this office
3
Advisors at this office
Stephen C
Series 66
Meridian, MS
Summit Wealth Group
Stephen Crawford is a financial advisor with Summit Wealth Group in Meridian, MS, holding a Series 66 credential and five years of industry experience. He has worked at Summit Wealth Group and Commonwealth Financial Network, among other financial institutions. He is also the owner of First Cahaba Investments LLC, a private entity established to support his advisory and insurance business. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs customized target allocations and a variety of analytical approaches, offering discretionary investment management, standalone financial planning, family office services, and retirement plan advisory.
Gary J
CFP®, Series 66
Meridian, MS
Summit Wealth Group
Gary James is a financial advisor with Summit Wealth Group and holds the CFP® designation along with a Series 66 license. He has 25 years of industry experience, including a tenure at Commonwealth Financial Network since 2014. Outside of advising, he is co-owner of a marketing company based in Colorado. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized investment strategies using a variety of analytical approaches and frequently employs third-party money managers and sub-advised models, maintaining ongoing client account monitoring with at least annual reviews.
Lacey M
Series 66
Meridian, MS
Summit Wealth Group
Lacey Morrison is a financial advisor at Summit Wealth Group with nine years of industry experience. She holds a Series 66 designation and has been with Summit Wealth Group since 2015, including a co-ownership role. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on client profiles and utilizes a range of analytical approaches, often implementing strategies through third-party money managers and sub-advised models.
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