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.
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