Our Story

Our Story

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. 

History

History

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. 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. 

Our Founder

Our Founder

Ted Spinardi is founder and Senior Managing Director of Summit Wealth Group and brings more than three decades of financial planning and portfolio management experience to his clients. He is dedicated to helping clients navigate the financial markets, bringing independent thought, guidance, and experience to each client situation.

Ted is actively involved in serving his community through various non-profit organizations. Ted is an ordained minister and has served for over 20 years as an Executive Pastor. Summit Consulting Group continues to consult churches across the country. Ted and Andrea recently moved to Tulsa Oklahoma. Ted and Andrea have two adult children, a daughter-in-love, and two grandsons.

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