Academy Mortgage - Mississippi

WealthPlus is a separate high-net-worth wealth management group under the BankPlus Wealth Management umbrella. Our group was formed in 2015, but our principals have been in the financial services business since 1987. We use LPL Financial as our broker/dealer, the nation’s largest independent service provider with over 16,000 financial advisors.”

Founded in 1888, BankFirst is driven by strong values and a long-term, disciplined perspective that emphasizes our commitment to providing high-quality financial products and services as well as delivering exceptional customer service.

At The Summit Group, our financial planning team will work with you through each stage of life to share with you our tools and financial advice. This process will place you on the path towards long-term financial success. We look forward to being able to guiding you in mapping-out your financial future.