The Summit Wealth Group logo is trademarked and the use of it is carefully monitored to protect the Summit Wealth Group brand image as well as for consistency. Please review this list of dos and don'ts before using the Summit logo.
Approved list of apparel and promotional products:
Apparel (MUST BE COLORS FROM BRAND COLOR PALETTE):
Anything developed with the Summit brand associated with it, including the use of the Summit Wealth Group logo, must be designed using the approved color palette unless written approval is provided by the Summit Wealth Group marketing team. In general, only colors listed on the color palette may be used as a background or alongside the Summit logo.
Font use in design helps to establish a brand identity. Consistent font use across the company will help people to associate the brand visuals with Summit Wealth Group.
All Summit staff members are required to have the following format for their email signature. This format is HTML and customization is limited to the following:
The social media buttons may be customized as well as the name, title, and branch office phone / address. A custom salutation may also be used prior to the email signature. The signature is a template which must remain visually in tact. The template can be accessed through a portal provided by the corporate marketing team.
The Summit Brand Personality
Summit's brand personality includes our values, the people we work with, and the experience we strive to provide for our clients.
At Summit, the service we provide plays out like a movie plot line. Knowing the plot allows you to understand what your role is in the story. This script is broken down into 7 parts.
Anyone wanting to take control of their financial lives
Wants: Confidence and clarity about their financial future
Making money-related decisions is complicated
It is frustrating to try to do it on your own. It can lead to feelings of confusion and uncertainty about your future.
Nobody should have to make life-altering financial decisions alone
Empathy: We understand what it's like to have an idea of what you want your life to look like, but lack the clarity on how to get there.
Authority: Having been recognized by Forbes Magazine for providing Best-In-State financial planning services, we’ve helped a countless number of people successfully find clarity and fulfillment in their financial journey.
Primary Call to Action:
Schedule an appointment
Transitional Call to Action:
At Summit Wealth Group we know that you want to be a confident financial decision-maker. In order to do that, you need clarity about your financial future. The reality is, making money-related decisions is complicated, Trying to do it on your own can be frustrating. It can lead to feelings of confusion and uncertainty about your future.
We believe nobody should have to make life-altering financial decisions alone.
We understand what it's like to have an idea of what you want your life to look like, but lack the clarity on how to get there, which is why we have been recognized by Forbes Magazine for providing Best-In-State financial planning services, we’ve helped a countless number of people successfully find clarity and fulfillment in their financial journey.
Here’s how to get started:
So, schedule an appointment. And in the meantime, you can check out our e-book on the Top 10 Mistakes we see made in retirement.
Stop worrying about making bad or costly financial decisions and instead experience peace of mind knowing you are on track towards financial freedom and your dream retirement.
At some point, everyone will face complicated money-related decisions. Our financial planning services are custom-tailored, so people can find confidence and peace of mind in their financial journey.
How do we act?
How we act towards our clients is a reflection of the values we carry personally. When we make hiring decisions at Summit, we look for people with the following characteristics:
Who are our clients?
"Who we serve" is important to establish. A successful business can't be everything to everyone. In order to succeed, we must define who we can and cannot help. The following is a list of characteristics our clients all have in common.
Who do we avoid working with?
How do we engage with clients?
How we engage with clients is a reflection of our company brand. Some advisory firms are formal and professional. Some are casual and friendly. The following speaks to the way we engage with our clients:
The Summit Mentality
The following phrases speak to the mentality of Summit Wealth Group towards clients:
Is Summit a Christian Company?
Founded on Christian principles, our company culture and core beliefs are infused with biblical values.
However, we welcome clients, employees, and advisors of all religions, cultures, ethnicities, or backgrounds. We embrace and celebrate the many diverse backgrounds and religions represented within our company and will never discriminate against or alienate those with differing beliefs.
We start all of our monthly team meetings with a devotional and time of prayer. This is very non-denominational and we do not require our employees to participate, but it is a chance for us to reflect on our blessings while seeking personal and spiritual growth.