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Summit Wealth Group - CERTIFIED FINANCIAL PLANNER™ Financial advisors passionate about helping you reach your wealth management and retirement goals through customized financial planning Our CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®) take a personalized approach so you can know you are not alone on your financial journey
Home | Summit Wealth Management Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals
Home | Summit Wealth Management, Inc. We provide comprehensive wealth management for professionals, business owners and pre-retirees seeking true financial planning and solutions to complex financial issues
Home - Summit Wealth Partners, LLC At Summit Wealth Partners, we offer a financial services sanctuary, tailored to meet your needs Our comprehensive suite includes Financial Planning, Investment Management, Insurance Planning, Tax Strategies, Estate Planning, and Business Solutions Planning
Home - Summit Wealth Management, LLC - Salem, OR Our team is committed to providing personalized investment planning services to individuals by assessing their financial situation, developing a customized plan, and offering ongoing advice and support
Who We Are - Summit Wealth Partners, LLC At Summit Wealth Partners, LLC, the difference lies in our approach and execution We focus on security and peace of mind through comprehensive financial planning, skillfully managing financial risks and preparing for various scenarios
Summit Wealth Management LLC Using core portfolio funds that track major indexes while carefully selecting funds of secular and cyclical sectors or industries within the broader market, Summit seeks to reduce single stock risk and maximize alpha, where exposure to equities is suitable
Summit Wealth Management – Partners on your journey We are an award-winning, client-driven wealth management firm with clients spanning the globe We are a boutique firm, but we have partnered with Commonwealth Financial Network, which means we offer the best of both worlds
Meet the Team - Summit Wealth Management Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals