You may have had many roles and responsibilities during your life. The same can be said for the assets you accumulate along the way. Your assets and investment plans should serve different purposes.


In short, each life stage may require a different approach and a different strategy to manage your wealth most effectively. Here’s how we help with each:

couple on boat

Building Wealth

Retirement planning means more than setting aside a certain percentage of your paycheck. Retirement planning is:

• Determining your goals and risk tolerance
• Allocating assets per account type
• Developing income replacement strategies
• Planning your business transition strategy

At Summit Wealth Management, we combine our experience, knowledge and comprehensive strategies to help you achieve your goals.
Investment planning can make a real difference in reviewing your current portfolio to help deliver potentially better results.

As part of our process, we incorporate a goals-based plan, world-class resources plus model portfolio creation in conjunction with equity and fixed-income solutions.
Couple on Beach

Preserving Wealth

Retirement income and cash flow analysis might make you feel more relaxed during what should be your life’s most rewarding chapter.

At Summit Wealth Group, we help create reliable revenue streams to help you live the retirement you spent decades earning.
Insurance analysis has the potential to be the ultimate asset defender — if you have the right policies and coverage in place.

We will review your current coverage, analyze other policies and help you consider your options.
Tax planning — or the lack thereof —plays a major role in determining how much wealth you get to keep.

At Summit Wealth Group, we are extremely cognizant of mitigating taxes when developing your portfolio and take action to help minimize what you owe, today or in the future. We will also work with your CPA and tax attorneys for a fully integrated approach.
Estate planning reflects the culmination of your beliefs, wishes, values and much more. If you are reading this and don’t have an estate plan in place, our friendly advice would be to call and speak with us

We will help you determine if a trust, estate (or both) is best for your situation. Working with your estate attorney, we will provide guidance for one of the most consequential set of decisions for your wealth including:

• Beneficiary designations
• Wills
• Trusts
• Insurance 
Wells Fargo Advisors Financial Network is not a legal or tax advisor.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Financial Advisor meeting with clients

Future Wealth

Charitagle giving not only presents an opportunity to support a cause you champion, it also provides an opportunity to enhance your income and tax benefits.

At Wealth Summit Group, we will aim to create a strategy that will deliver a win-win scenario for you and the causes close to you.
Planning for education now can help minimize the likelihood your children or grandchildren will need to take on a burdensome debt.

To help set your loved ones up for success when they graduate, we will explore every funding option available, including:

• 529 accounts
Education savings accounts
Custodial accounts

What’s Your Life Stage?

We’d love to learn where you are on your life’s journey and create a plan to help reach your goals.