All employees of Integrated Tax Solutions are dually employed with Summit Wealth Group. The two companies are not affiliated but have common ownership. Clients may engage the services of either company individually or in conjunction. Planning services described above may require additional engagements although the standard services are included in the price of your engagement with Integrated Tax Solutions.

Summit Wealth Group, LLC is a Registered Investment Advisor (“RIA”), under the Securities Exchange Commission, (“SEC”). Summit Wealth Group provides asset management and related services for clients nationally. Summit Wealth Group will file and maintain all applicable licenses as required by the state securities boards and/or the SEC, as applicable. Summit Wealth Group, LLC renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Summit Wealth Group, LLC provides prospective clients with a copy of our current Form ADV, Part 2A and relevant ADV Part 2B (s), and ADV Part 3 Form CRS prior to commencing an Advisory relationship. Existing clients will receive a copy on an annual basis. However, at any time, you can Contact Us to request a hardcopy.

If you have any questions regarding Compliance and Regulatory information, please contact Summit Wealth Group, LLC. Contact SWG Form CRS the same as form CRS. Let the subject in CRS say requesting your form CRS.