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

All of us at Summit Wealth Group are please to announce that

Heather Meeks has recently received the prestigious Certified Financial Planner™ designation.

The designation requires extensive training and demonstrated competency in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in the CFP Board's Standards of Professional Conduct (ethics), which are rigorously enforced.

As CFP™ professional, Heather is required to uphold her certification through annual continuing education. CFP™ certification is the most recognized in the industry for personal planning. Only 17% of all financial advisors in the industry can claim this distinction.