WHY SUMMIT WEALTH GROUP?

FIDUCIARY

FIDUCIARY

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

COMMISSION-FREE

COMMISSION-FREE

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

CFP® PROFESSIONAL

CFP® PROFESSIONAL

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

*Source: www.cfp.net, www.cerulli.com

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

JUST GETTING STARTED

While many look forward to the day work is optional, retirement can feel unobtainable.


Many families and colleges don't teach the needed skills for effective money management and wealth creation.


You don't have to do this alone. 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.

Learn more
PREPARING TO RETIRE

PREPARING TO RETIRE

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? 


You are not alone. Together, we will build a plan that aligns your wealth with what matters most in your life.

Learn more
SUDDEN LIFE EVENT

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 wealth management and investment process.

Learn more

Your Personal CFO

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

INVESTMENT MANAGEMENT

401K MANAGEMENT

BUDGETING

PROBATE ANALYSIS

FINANCIAL ROADMAP

TAX STRATEGIES

COLLEGE FUNDING

DEBT ELIMINATION STRATEGIES

GOAL SETTING AND ANALYSIS

INSURANCE OPTIMIZATION

ESTATE PLANNING

HOME PURCHASE/REFINANCE

FREE FINANCIAL ASSESSMENT

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

GET YOUR FREE FINANCIAL ASSESSMENT

BRANCH OFFICES

CLIENT SERVICE CENTERS