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.

Halfway through the year is the perfect time for a financial reset. 🔍A mid-year review helps you realign your portfolio,...
06/23/2026

Halfway through the year is the perfect time for a financial reset. 🔍

A mid-year review helps you realign your portfolio, manage risk, and take advantage of new opportunities—especially when markets hit highs or shift quickly. Staying proactive now can make a meaningful difference long-term.

👉 Start your review here: https://www.summitgroupms.com/

Celebrating the dads and father figures who show up, support, and lead by example every day. 💙Your impact goes far beyon...
06/21/2026

Celebrating the dads and father figures who show up, support, and lead by example every day. 💙
Your impact goes far beyond words—and it doesn’t go unnoticed.
Happy Father’s Day to all who make a difference.

Thinking about buying a home? It’s not quite the wealth-building shortcut many believe. 🏡Long-term value comes more from...
06/19/2026

Thinking about buying a home? It’s not quite the wealth-building shortcut many believe. 🏡
Long-term value comes more from steady savings and staying put—not rapid price gains or market timing.
👉 Read the blog to learn more!

Homeownership builds wealth through forced savings, not soaring prices. This article explains the real returns on housing and what buyers must know before they purchase.

Markets have changed—has your strategy kept up? 📊Midyear is the perfect time to evaluate what’s working, what’s not, and...
06/15/2026

Markets have changed—has your strategy kept up? 📊

Midyear is the perfect time to evaluate what’s working, what’s not, and whether your asset allocation still reflects your goals. Trimming high performers, addressing underperformers, and adjusting for life changes can help keep your plan on track.

👉 See how to strengthen your strategy: https://www.summitgroupms.com/

Is the market price telling the whole story? 💡Value investing focuses on finding strong companies trading below their tr...
06/12/2026

Is the market price telling the whole story? 💡
Value investing focuses on finding strong companies trading below their true worth—creating opportunity with a built-in margin of safety.
👉 Read the blog to learn how this strategy could shape your approach.

Value investing was defined more than 75 years ago, but it's still a fundamental concept to pursue investment goals.

Are you still on track to hit your financial goals this year? ⏳A mid-year review isn’t just a check-in—it’s a chance to ...
06/08/2026

Are you still on track to hit your financial goals this year? ⏳

A mid-year review isn’t just a check-in—it’s a chance to reassess your diversification, rebalance after market shifts, and make sure your investments still match your risk tolerance. Even strong-performing assets can create unintended risk if they’ve grown too large in your portfolio.

👉 Take a closer look at your plan: https://www.summitgroupms.com/

Are you making the most of your retirement plan this year? ⏳A quick midyear check can help you boost contributions, maxi...
06/05/2026

Are you making the most of your retirement plan this year? ⏳
A quick midyear check can help you boost contributions, maximize your employer match, and stay on track for your goals.
👉 Read the blog to see how to make the most of your savings.

This may be a good time to make sure you are on track to meet your annual contribution goal.

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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