Ranked #1 in Tulsa
Summit Wealth Group
Directory information score: 40/100
Integrated Wealth Solutions
Profile updated May 2, 2026
Need an accounting firm in the Tulsa area? Summit Wealth Group can be reached at 9189309300 or via their website for consultations.
Directory information score for Summit Wealth Group
Fixed points summarize recorded information, not service quality. Missing data adds no points and may explain a lower score. Listed credentials and press mentions are not independently verified by this score.
- Public rating
- N/A/5 → 0 / 35 points
- Review Volume
- 0 reviews → 0 / 20 points
- Listed credentials
- CFP, CRS → 2.5 / 5 points
- Listed press mentions
- 5 mentions → 0 / 3 points
- Web Presence
- 20 / 20 points
- Recorded history
- 42 years → 2 / 2 points
- Profile information
- 15 / 15 points
Key facts
- Founded
- 1984
- Managing Partner
- Gerri Walsh
- Team size
- 1
- Based in
- Tulsa, OK
- Address
- 9175 S Yale Ave Ste 100
- Website
- https://integratedwealth.co/
- Phone
- 9189309300
- Certifications
- CFP
- CRS
Press mentions
Frequently asked questions
- What is Summit Wealth Group's ranking among CPAs in Tulsa?
- Summit Wealth Group is ranked #1 in Tulsa with a Directory information score of 40/100. This score is based on recorded public reviews, listed credentials, press recognition, web presence, and experience.
- What services does Summit Wealth Group offer?
- Summit Wealth Group's specific services are not yet catalogued in our directory. Review the firm's website at https://integratedwealth.co/ or contact the firm directly for their current service offerings.
- What credentials does Summit Wealth Group hold?
- Summit Wealth Group holds the following credentials: CFP, CRS. These are recorded profile claims. Confirm current standing with the relevant professional registry.
- Where is Summit Wealth Group located and what areas do they serve?
- Summit Wealth Group is based in Tulsa, OK. Their broader service area is not published; confirm with the firm before engaging for work outside the metro.
- How do I contact Summit Wealth Group?
- To engage Summit Wealth Group: Visit https://integratedwealth.co/ to review their services, or call 9189309300. Most firms ask about the scope of services needed, timeline, and budget range before scheduling a consultation.