Summit Wealth Management

The partner you trust to navigate the complexities of wealth management.

Summit Wealth Management specializes in helping you navigate through complex situations as you plan for retirement and prepare your legacy. For two decades, we have represented the unique needs of individual investors and families who benefit from our dedication to the client experience.

Our knowledgeable team is committed to serving you with integrity, personal service and a comprehensive approach to wealth management. We also emphasize proactive client communication, which includes quarterly meetings, market updates and portfolio analysis to ensure you stay informed regardless of the market’s direction.

It would be our pleasure to serve your unique needs by offering our personal service and comprehensive guidance to you. If you would benefit from our longevity, clarity and independence, we invite you to Contact Us to schedule a complimentary, no-obligation consultation.

CUSTOMIZED PORTFOLIO MANAGEMENT

We understand that every client’s needs are unique and constructing a customized portfolio is essential. Our asset management strategies concentrate on the performance of investment portfolios relative to your unique goals and risk parameters.

FEE BASED FINANCIAL ADVICE

This approach eliminates the potential conflict that can arise when an advisor earns a commission from selling rather than managing a portfolio. If you are concerned about your financial future or your advisor’s economic motivation, why not get a second opinion?

UNBIASED & INDEPENDENT

We have no obligations to investment product manufacturers, no cross-sell quotas, nor other employer mandates directives that may lead to conflicts of interest.

LOCAL & PERSONALIZED SERVICE

With more than two decades experience in the financial services industry, we put our knowledge to work for you every day. Discover the value of experience, personal service, and unbiased independent advice right here in Solano County.