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Why Summit

Financial services is more than a profession, it is our calling. Each of our staff is driven by the deeply held conviction that, at Summit, we are not simply providing financial advice, we are guiding people towards reaching the life they desire.

Industry Norm:

Summit Wealth Group:

Focus on investment products

Focus on financial guidance and life coaching

Business relationship

Personal relationship

Target clients with a minimum net worth

Target clients with a certain mentality 

Speak in financial terms

Educate our clients / make it easy to understand

Driven by dollars

Driven by purpose

Two advisors to one support staff

Two support staff to one advisor

List of services is limited

Tax and accounting in addition to wealth management

Consulting available for clients only

Consulting available for non-clients

Advisor role typically covers everything within the firm other than administrative work.

Our advisors outsource work to subject-matter-experts within Summit.

New Here?

Our clients come from all over the country, all walks of life, and with many different values and priorities. One thing all of our clients have in common? They see their financial resources as simply one of the ways to unlock their full potential. Click the link below to learn more about who we work with.


Learn more

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