Gary James

Background

About Gary James

Gary James is a Financial Advisor with Summit Wealth Group, an independent wealth management firm whose vision was born out of a simple desire—to enable clients to reach their fullest financial and personal potential. Gary has been in the financial services industry since Gary formerly owned Precepts Wealth Management in Meridian, Mississippi and successfully merged with Summit Wealth Group in February, 2014. The merger provided needed support for his growing practice specifically in the financial planning, investments and operations areas. Gary is not only a CFP® but also a C.P.A. since 1984 and has also earned the AIF® designation. Gary states, “one of the great things about our firm is the ability to provide a wealth of experience in investments, taxes, estates, insurance, and all other forms of planning to our clients.” Summit Wealth Group also provides a full range of business consulting services and specializes in assisting dentists run a more profitable and efficient practice. At Summit Wealth Group, we believe financial planning is not an end unto itself. Rather, by providing our clients with customized financial strategies, we help them pursue the real goal of achieving their hopes and dreams. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Review our Terms of Use: Summit Wealth Group | 4815 N Park Drive, Meridian, MS, 39305 | 601.553.3686