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Scott Marks
Summit Wealth GroupScottsdaleSenior Financial Advisor, Vice President
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Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#20
Arizona
Data provided by SHOOK® Research, LLC. Data as of 3/31/24 Source: Forbes.com (August, 2024). SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor.
#146
Arizona
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
About Scott Marks
Scott has guided his clients during important life events, establishing legacies for future generations and pursuing financial independence. Through individualized financial planning, Scott and his team serve the needs of high-net-worth families, focusing on retirement and legacy planning. Scott is passionate about improving the financial lives of those he serves and prides himself on being accessible, relatable, and transparent. Scott joined SWG to provide his clients with holistic wealth management and planning solutions. Scott is a Certified Financial Planner (CFP®), a Chartered Retirement P... Read More
The description above is provided by Scott.

Focus Area / Customer Base

High-net-worth families, with a focus on retirement and legacy planning.

Scott Marks' Awards

2022
Inc. Magazine's Best Workplaces in America
Inc Magazine ranked Summit Wealth Group among the Best Workplaces in America for 2022.“We are honored to be included on such a prestigious li... Read More
2023
Forbes Best-In-State Top Next-Gen Wealth Advisors
2023 Forbes Top Next-Gen Wealth Advisors Best in State, created by SHOOK Research. Presented in Aug 2023 based on data gathered from March 20... Read More
2024
Forbes Best-In-State Wealth Advisors
2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2... Read More
Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Contact Scott
smarks@summitwealthgroup.com
(602) 388-1794
14500 N Northsight Blvd, Suite 112, Scottsdale, Arizona 85260
Asset Summary
As of Mar, 2024
$250K
Min Account Size For New Business
$100K-15M
Typical Size Of Households
$250K-20M
Typical Net Worth Of Relationships
$287M
Team Assets (Custodied)
Appears On