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  

Couple walking on beach

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. 


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

5104 Bernard Drive 
Roanoke VA 24018