About Summit Wealth Bank Group
Summit Wealth Bank Group (SWBG) is a global banking and financial services institution dedicated to delivering innovative banking solutions, personalized financial guidance, and exceptional client experiences.
Our organization was founded on the belief that successful financial relationships begin with trust, transparency, and a long-term commitment to helping clients achieve their goals. By combining traditional banking principles with modern digital innovation, we provide individuals, businesses, and institutions with the tools and support needed to manage and grow their financial future.
Our Heritage
In 1985, Randy Morris founded Executive Financial Planning, Inc. (EFP) with a vision of providing independent, customized financial guidance focused on comprehensive financial planning.
Over the following seventeen years, EFP grew into one of the largest independent financial advisory organizations in the United States. Building upon this success, Summit Wealth Group was established in 2002 to expand that vision and deliver a broader range of financial and wealth management solutions.
Today, Summit Wealth Group is headquartered in Colorado Springs, Colorado, with a growing presence across the United States and international markets, including Malaysia and Singapore.
Inspired by this foundation, Summit Wealth Bank Group was created to provide modern banking services designed to meet the evolving needs of today's global clients.
International Banking • Wealth Management • Business Banking
Our Purpose
Our Philosophy
Our Mission
Helping you navigate the path to a better, more secure future.
We believe through a carefully constructed and accountability-based implementation of the plan, we can help our clients realize their dreams. Summit Wealth Group exists so our clients can devote their time and energy to pursuing the things they are passionate about.
Our mission is to be your trusted financial team of professionals with experience, dedication, and an unwavering commitment to excellence.
Why We Have a Tree in Our Logo
1) Exceptional Client Experience
Passionately pursue excellence and providing an exceptional client experience.
2) Teamwork and Growth
We focus on building a positive team and welcoming environment. Our staff and clients alike are often referred to generically as the "Summit Family". We are committed to the financial health of our clients and are continually seeking personal and professional growth.
3) Ownership and Accountability
Ownership and accountability in what we say, do and how we act.
4) Intentional Relationships
We nurture client trust with empathy and integrity and are committed to listening and communication skills. Our goal is to demonstrate godly character through humility and respect. These are a few of the aspects that help create long-term relationships between our team and our clients.