Summit Wealth Group 14500 North Northsight Boulevard, Scottsdale, AZ 85260

"Me & my family have been clients of Randy Morris since 1982. Over the past 41 years he and Summit Wealth Group have served us loyally with good sense advice for long term growth. The entire Summit gang have responded quickly and professionally to our questions and needs. Now 2 of my adult children are also clients of Scott Marks!"

"Cathy and I had our annual review yesterday with Scott. He’s been our advisor for a few years now , and his attentiveness to our financial situation has been, and continues to be, stellar. We appreciate his expert guidance and his calming words regarding the current market situation. We also enjoyed talking about family and other “non business “ topics."

"Scott Marks is an excellent financial advisor. My husband and I were wanting to find someone to help us steward our finances well, achieve our desires and goals and have a plan for our future. Scott got to know us and listened to us well. He then came up with a sound financial plan which we are following. In addition to our annual review, Scott is always available to answer our questions and give wise counsel throughout the year. As a result of our relationship with Scott I have so much peace."

"I cannot say enough about Summit Wealth Group. I moved my money over with Scott a few years ago when I moved to the Phoenix area. He has a good understanding of the markets and has done a great job handling my accounts. My portfolio is constantly out performing the market. The fees are very reasonable for the performance, products, and services provided. Walking into an office with friendly faces is always a plus. Not to mention if you call the office, you won’t get an automated answering machine. I find joy in the little things in life."

"We absolutely love Summit Wealth and Scott Marks. We’ve been with him since 2017 and have achieved goals we didn’t even know we had. The annual in person financial check-in’s are invaluable and between these meetings we can always rely on Scott to briskly answer questions and provide his recommendations but is always open to alternative moves that are important to us. We truly feel part of the Summit Wealth family and can’t imagine where we would be financially without his expertise."