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Fee-Based Personal Financial Planning. Legacy Planning and Charitable Giving. Our knowledgeable team is committed to serving you with the integrity and personal service you deserve. Our independence eliminates conflicts and distractions often encountered by advisors operating within large corporate or Wall Street firms. We understand that every client’s needs are unique and constructing a customized plan is essential. The partner you trust to navigate the complexities of wealth management. It would be ou...

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Home | Summit Wealth Management | summitwealthgroup.net Reviews

https://summitwealthgroup.net

Fee-Based Personal Financial Planning. Legacy Planning and Charitable Giving. Our knowledgeable team is committed to serving you with the integrity and personal service you deserve. Our independence eliminates conflicts and distractions often encountered by advisors operating within large corporate or Wall Street firms. We understand that every client’s needs are unique and constructing a customized plan is essential. The partner you trust to navigate the complexities of wealth management. It would be ou...

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1

Estate | Summit Wealth Management

http://www.summitwealthgroup.net/resource-center/estate

Fee-Based Personal Financial Planning. Legacy Planning and Charitable Giving. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Charitable Giving: Smart from the Heart. Executors ca...

2

Our Philosophy | Summit Wealth Management

http://www.summitwealthgroup.net/p/our-philosophy

Fee-Based Personal Financial Planning. Legacy Planning and Charitable Giving. INDEPENDENCE  As an independent firm we are not tied to sales quotas and have no obligations to product manufacturers. This allows us to put your best interests first. INDEPENDENCE HAS ITS ADVANTAGES. As an independently owned and operated financial services firm our independent structure eliminates conflicts and distractions often encountered by advisors operating within large corporate or Wall Street firms. We've built a hand...

3

SWG Articles | Summit Wealth Management

http://www.summitwealthgroup.net/p/swg-articles

Fee-Based Personal Financial Planning. Legacy Planning and Charitable Giving. Solano Fit Article-Financial Survival May 2012. We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office, plus it's 100% free. 5030 Business Center Drive, Ste. 110. Fairfield, CA 94534. Email:  ted@summitwealth.net. Click Here For Directions. 160; Contact Us. 5030 Business Center Drive.

4

Estate Planning | Summit Wealth Management

http://www.summitwealthgroup.net/p/estate-planning

Fee-Based Personal Financial Planning. Legacy Planning and Charitable Giving. Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes. 171;  Return to Our Services. 5030 Business Center Drive, Ste. 110. Fairfield, CA 94534. Click Here For Directions.

5

Tax Strategies | Summit Wealth Management

http://www.summitwealthgroup.net/p/tax-strategies

Fee-Based Personal Financial Planning. Legacy Planning and Charitable Giving. 171;  Return to Our Services. We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office, plus it's 100% free. 5030 Business Center Drive, Ste. 110. Fairfield, CA 94534. Email:  ted@summitwealth.net. Click Here For Directions. 160; Contact Us. 5030 Business Center Drive.

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Investor 360 Client Login. We create custom-tailored financial strategies to help you pursue your dreams. The resources of a large firm, with the personal attention of a small practice. It’s about freedom; freedom to pursue passions and dreams. Welcome to Summit Wealth Group. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. As a courtesy to you, a l...

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Fee-Based Personal Financial Planning. Legacy Planning and Charitable Giving. Our knowledgeable team is committed to serving you with the integrity and personal service you deserve. Our independence eliminates conflicts and distractions often encountered by advisors operating within large corporate or Wall Street firms. We understand that every client’s needs are unique and constructing a customized plan is essential. The partner you trust to navigate the complexities of wealth management. It would be ou...

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