Summit Group

Summit Group At our firm, we have the client—and only the client—in mind. Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.

As financial professionals, our firm is committed to helping people just like you create strategies for your financial goals. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal. When you have retirement in sight, those decisions are vital in helping you pursue your goals.

Almost everyone wants to avoid a costly mistake that can alter their retirement vision. Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to benefit from changing conditions. We enjoy helping people put their financial house on a stable foundation for the future. Securities offered through LPL Financial. Member FINRA/SIPC finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Summit Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Happy 529 Day!A 529 plan is one of the most powerful ways to save for education—with tax advantages, flexibility, and lo...
05/29/2026

Happy 529 Day!
A 529 plan is one of the most powerful ways to save for education—with tax advantages, flexibility, and long‑term growth potential.
👉 Read the full blog to learn how 529 plans work and why they’re a smart tool for education planning.

A 529 college savings plan is a type of qualified tuition program (the other type is a prepaid tuition plan) established under Section 529 of the Internal Revenue Code. Savings plans are established by states and typically managed by an experienced financial institution designated by the state.

Today, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country....
05/25/2026

Today, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. We are grateful for their courage, their commitment, and the freedoms they preserved!

Active vs. passive investing—there’s no one‑size‑fits‑all answer.Each approach plays a role, and the right mix can help ...
05/22/2026

Active vs. passive investing—there’s no one‑size‑fits‑all answer.
Each approach plays a role, and the right mix can help balance costs, opportunity, and risk.
👉 Read more to understand how combining strategies can support your investment portfolio.

Active and passive portfolio management both have advantages and disadvantages.

🧠 Your investments should reflect your life—not a one-size-fits-all formula.From career changes to retirement goals, you...
05/18/2026

🧠 Your investments should reflect your life—not a one-size-fits-all formula.

From career changes to retirement goals, your investment strategy should evolve as you do. Ongoing investment management helps align your portfolio with what matters most—now and in the future.

👉 Learn more about Summit Group’s investment management approach: https://www.summitgroupms.com/investment-management

Small businesses don’t need to outspend big brands—they need to out‑imagine them.With fewer barriers and more flexibilit...
05/15/2026

Small businesses don’t need to outspend big brands—they need to out‑imagine them.
With fewer barriers and more flexibility, creativity becomes a powerful competitive advantage.
👉 Read the article to learn how small teams can innovate beyond their size.

Small businesses can move faster and think more freely than large competitors if they intentionally build creativity into how they work from day one.

⚖️ Risk isn’t something to avoid—it’s something to manage.Smart investment management balances growth opportunities with...
05/11/2026

⚖️ Risk isn’t something to avoid—it’s something to manage.

Smart investment management balances growth opportunities with risk controls through diversification, asset allocation, and regular review. It’s not about eliminating uncertainty—it’s about preparing for it.

👉 Explore how a personalized investment strategy can help you invest with intention: https://www.summitgroupms.com/investment-management

Address

4500 I 55 N, Ste 280
Jackson, MS
39211

Opening Hours

Monday 7:30am - 4:30pm
Tuesday 7:30am - 4:30pm
Wednesday 7:30am - 4:30pm
Thursday 7:30am - 4:30pm
Friday 7:30am - 12pm

Telephone

+16019828221

Website

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