Covid 19 In Office Procedures Scottsdale

If you are planning to visit Summit Wealth Group's Scottsdale, AZ branch office in person in 2021, first of all, WELCOME! We are very happy to see you.

Please understand, due to our recent pandemic, some additional safety measures have been put in place to protect you and to help prevent the spread of COVID-19. Thank you for helping us do our part to keep the health and safety of our team and clients a priority.

Are masks required to enter? 

Masks are not required to enter the office. However, clients are more than welcome to, and if the client prefers their advisor wear a mask during an in-person meeting, we are more than happy to accommodate. 

Is your office following any social distancing guidelines?

The layout of the Scottsdale office is already quite spread out and we are refraining from entering each other’s offices. We limit meetings to 4 people in the conference room. No handshakes or physical contact with each other or clients. 

Are walk-ins welcomed at this time?

Yes, anytime.

Other important information to know

Tables, chairs, pens, and door handles are wiped down after each meeting. Meetings will be staggered and limited per day. The doors remain open and clients do not need to call first. DocuSign will be used for all paperwork where possible. Hand sanitizer is available in several locations throughout the office.