Summit Wealth Group
Founded in 2010, Summit Wealth Group has grown from the California Bay Area to a firm with offices across the nation, serving clients through holistic financial planning and disciplined investment strategies.
It all started from a small office in the outskirts of San Francisco. Tired of having conversations about how to make the firm more money rather than how to place clients first, Ted Spinardi left his Senior Vice President role at Wells Fargo and began his journey as an independent Financial Advisor. Trained in financial planning and creating custom portfolios by one of the biggest names in banking, his passions and background gave him the ability to help his clients achieve success on their terms.
Since then, Summit Wealth Group has grown out of one man’s vision into a nationally recognized financial planning and wealth management firm with offices in Fairfield, Tulsa, and Dallas. Our advisors help families from all walks of life discover what true wealth means in their lives, together mapping a path forward to help them get there.