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Our Clients

Summit Wealth Group serves a wide array of clients. They come from all walks of life and have differing needs. However, they share in the realization that by coordinating and managing today's financial decisions, they can pursue tomorrow's goals.

Our clients are individuals and businesses that expect excellence and have made a firm commitment to attaining this goal. For the most part, they are not interested in managing their financial affairs on a daily basis, but rather, desire to simplify their lives and are willing to enter into a long-term relationship that is mutually beneficial. Because they see the value in independent advice, they are highly motivated to work with a personal advisor, not a sales representative.

Many of the clients we proudly serve are:

  • Clients who are seeking ”financial peace”
  • Business Owners and Private Practitioners
  • Professionals and Corporate Executives
  • Retirees
  • Clients who are accumulating wealth

Families or Individuals who desire to leave a “legacy” should call or email us to schedule a complimentary, private consultation to determine if our services are suited to your needs. Please contact us by e-mail at or by calling us at 877.320.0379.