Welcome to

Summit Wealth Group

Thank you for visiting! We’re currently redesigning
our website to reflect our full capabilities. 

However, we are actively accepting new clients
to help them create the life they want to live
and the legacy they want to leave behind. 

We’d like you to be one of those new clients. 

Financial Avisors hands on a conference table

Our Areas of
Expertise Include:


• Wealth Management

• Investment Products

• Education Funding Analysis

• Estate Planning Strategies 

• Retirement Planning  

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If You Want To:

Build your wealth through responsible investment planning 

Preserve your wealth with thoughtful estate planning and retirement income analysis 

Give your wealth to loved ones or cherished causes through gifting strategies 


We’d love to learn more about your specific goals. 

CONTACT US 

Please reach out to schedule your no-obligation discovery session in person, online, or over the phone. We look forward to our conversation. 


Office Phone: 540-685-1961

Address: 
5104 Bernard Drive 
Roanoke VA 24018 
Summit Wealth Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, DC, FL, GA, ID, MA, MD, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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