Your financial partner for every stage of life

Let’s create a plan to help you invest smarter, optimize your income, and reach your goals.

Your financial partner for every stage of life

Let’s create a plan to help you invest smarter, optimize your income, and reach your goals.

Your financial partner for every stage of life

Let’s create a plan to help you invest smarter, optimize your income, and reach your goals.

Comprehensive Financial Planning

When you hire Summit Wealth Group you are hiring a personal CFO to guide you through every stage of your financial life.

Gather Data + Analysis

Listen

An initial discovery meeting is set up to understand your financial goals and motivations as we begin to analyze your current financial situation while you get to know us.

Set Goals + Financial Roadmap

Plan

By using a time horizon for your retirement, unique goals and future income needs, we will customize a personalized financial plan.

Management + Optimization

Implement

We will present to you a financial plan using comprehensive strategies and solutions. We’ll work with you to answer any questions you may have, adjust strategies as needed and move forward with actionable steps.

Peace of Mind

Relax

Our team will review your strategy and discuss any specific life changes that may guide upcoming investment plans.

We're here with you at every step

Our clients entrust us with their most important financial decisions. Our purpose is to be your first call for any financial need.

Just getting started

Many families and colleges don’t teach the needed skills for effective money management and wealth creation. Together, we will work through these discussions so that you feel confident knowing where you are, where you are headed, and how to navigate all the variables.

College Funding

Home Purchase or Refinance

Budgeting

Debt Elimination Strategies

Insurance & Risk Management

Employer Benefit Review

Preparing to retire

While many look forward to it, transitioning from steady income and a regular routine is a big adjustment.  How do you responsibly manage wealth for yourself, your family, and the causes that you are passionate about?  Together, we will build a plan that aligns your wealth with what matters most in your life.

Financial Roadmap

Cashflow Management

401K Management

Investment Management

Asset Review & Monitoring

Tax Strategies

Sudden life event

Some major life events are seemingly positive, like receiving an inheritance or selling a business or real estate.  Others – especially the ones you don’t see coming – can be negative and often very costly.  Planning in anticipation for these major life events is a critical component of Summit Wealth’s investment process and wealth management.

Estate, Gifting, & Charity Planning

Inheritance

Sale of Business

Divorce QDRO Agreements

Legal Settlement

Planning for Elder Care

Why Summit Wealth Group?

We deliver independent, trusted advice and a customized managed portfolios delivered by a team of financial professionals.

Fiduciary

Fi-du-ci-what!? It's simple -- we have structured our business to put your needs first.

Commission-free

No hidden fees. Our transparent fee schedule aligns our compensation to your goals.

CFP® Professional

Only 25% of all financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNER™ designation.

Free Financial Assessment

Our free assessment will show you step-by-step how to reach your goals, invest smarter, and optimize income.

Articles + Updates

Schedule A Call

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Meet Kate

Kate graduated from Oral Roberts University with a degree in Global Ministry and the Marketplace and went directly into full-time Ministry at her local church following graduation.

 

With a passion for helping people win and stewarding an atmosphere of excellence, she is driven to elevate systems, procedures, and programs. As a lifelong Tulsa resident, Kate recently married her high school sweetheart in July of 2022. When Kate is not in the office, you will find her serving the local church, playing pickleball, enjoying coffee with friends, and cheering on her husband, Brody, at the golf course.