Summit Wealth Group caters to business owners, individuals, and families in Lakewood and its surrounding communities. It offers a wide range of financial planning services, including investment management, business advisory, college planning, risk management, tax planning, and cash flow analysis. In addition, it handles retirement planning, lifestyle coaching, and estate planning. Summit Wealth Group was established in 2002. Its CEO, Randy Morris, is a Chartered Financial Consultant and Certified Financial Planner. He has also served as the president of the Mississippi chapter of the Financial Planning Association.