Providing Tax, Retirement, and Estate Planning for the Generation Nearing or in Retirement

Summit Wealth Group provides sophisticated wealth management and life planning so our clients have the confidence that we understand their situation better than anyone else, and that we are able to make a difference in their lives.

At Summit Wealth Group we help you identify your true goals, then adjust your financial footing to support what you want out of life. We get to know you, developing plans as unique as you are.

Working closely with you to enrich your life is what makes us different. That’s why our clients continue to look to us for ideas and strategies that help them refine their vision and support their goals for life.

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Our Values