When you hire Summit Wealth Group you are hiring a personal CFO to guide you through every stage of your financial life.
Our clients entrust us with their most important financial decisions. Our purpose is to be your first call for any financial need.
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.
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.
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.
We deliver independent, trusted advice and a customized managed portfolios delivered by a team of financial professionals.
Our free assessment will show you step-by-step how to reach your goals, invest smarter, and optimize income.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aliquam sit amet congue lorem, et pulvinar risus.
Sign up to receive notifications of our blog posts and we’ll send you our budget template to help you set a firm foundation for your financial life.
Sign up to receive notifications of our blog posts and we’ll send you our guide on the top ten things you should ask before hiring a financial advisor.
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.
