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Our Philosophy

At Summit Wealth Group, we believe financial planning is not an end unto itself. Rather, by providing our clients with customized financial solutions, we help them pursue the real goal of achieving their hopes and dreams. Whether it is spending more time with the grandkids, becoming a “scratch” golfer, or supporting a favorite charity, Summit Wealth Group exists so our clients can devote their time and energy to pursuing life.

Financial planning is about more than money and so is Summit Wealth Group. It always has been and it always will be.

Our Mission

Our mission is to be our clients' trusted financial team of professionals with experience, dedication, and an unwavering commitment to excellence.

Our Purpose

Helping people navigate the path to a better, more secure future.

Values

Excellent Client Experience:

  • Passionately pursue excellence
  • Provide an exceptional client experience

Teamwork and Growth:

  • Build positive team and family spirit
  • Committed to financial health of our clients, team and company
  • Pursue personal and professional growth and development

Ownership and Accountability:

  • Accountability: ownership in what we say, do and how we act

Intentional Relationship:

  • Demonstrate godly character through humility and respect
  • Nurture client trust with empathy and integrity
  • Develop long term relationships with our clients & the SWG family
  • Committed to listening and communication skills