Welcome to Summit Wealth Group

If you’ve landed here from the Financial Investment Team (FIT) website, welcome. You’re in the right place.

Financial Investment Team has joined Summit Wealth Group, an independent Registered Investment Adviser. While the name may be new to you, the people and relationships you know at FIT remain in place. The team you’ve worked with is still here, now with the added resources and support of Summit behind them.

For decades, the FIT team has built its business around helping individuals and families make thoughtful decisions about their financial lives. That same philosophy is at the heart of Summit. Both firms believe financial advice should go beyond managing investments and begin with understanding each client’s life, goals, and priorities.

By joining Summit, the FIT team can continue providing the personal service clients have come to expect while gaining access to greater resources, technology, investment capabilities, and financial planning support. It’s an opportunity to build on what has made FIT successful while providing even more depth for clients in the years ahead.

If you’re a longtime FIT client, we’re glad you’re here and look forward to continuing to serve you. If you’re visiting FIT for the first time, we invite you to get to know the team and learn more about Summit Wealth Group.

Below, you’ll find more information about the transition, the FIT team, and the resources now available through Summit.

Please don’t hesitate to reach out with any questions.