Summit Financial Group is a comprehensive planning and wealth management firm providing insight and solutions that assist clients with their financial dreams. Our goal is to educate clients so they understand their financial picture in order to implement solutions that match their priorities and resources. We aim to be the trusted resource for our clients and earn that distinction by consistently treating their wealth as if it was our own.
The “Why” behind our work has always been more important than the business metrics.
We spend meaningful time with clients building the framework for their financial life and making sure our recommendations fit their unique situation.
- How to Avoid Becoming the Victim of a Cybercrime
- 15th Annual Charity Golf Tournament Wrap-up: It's a Big One!
- KUDOS! Laurie: Susan G Komen
- Meet Our Newest Team Members: Angela and Ketina
- Second Saturday Divorce Workshops
- Save the Date: Summit Symposium
September 18th marked the 15th Summit Annual Charity Golf Tournament at Ruby Hill Golf Club. More than $50,000 was raised for Rooms for Hope!
October 10, 2017
September 11, 2017
August 30, 2017