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Kwaku R

Series 63, Series 66

Orem, UT

Summit Wealth LLC

Kwaku Robinson is a financial advisor at Summit Wealth LLC in Orem, UT, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at Fidelity Investments and has experience in education and nonprofit sectors. Outside of his advisory role, Robinson is an independent real estate broker with Exp Realty. Summit Wealth LLC is an independent registered investment adviser serving individuals, high-net-worth clients, and business entities with financial planning, discretionary wealth management, and cash management services. The firm implements portfolios primarily using mutual funds and ETFs, guided by documented client profiles and investment policies.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting Income planning
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Brayden S

Series 66

Orem, UT

Summit Wealth LLC

Brayden Sandberg is a financial advisor at Summit Wealth LLC with three years of industry experience and a Series 66 designation. His prior experience includes roles at Fidelity Investments and Granite Table LLC. Summit Wealth LLC is an independent registered investment adviser serving individuals, high-net-worth clients, and business entities with financial planning, discretionary wealth management, and entity cash management services. The firm uses a documented client profile and investment policy statement to guide portfolio construction, primarily employing mutual funds and ETFs with multiple analytical approaches.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting Income planning
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Timothy B

Series 65

Orem, UT

Summit Wealth LLC

Timothy Barton is a financial advisor at Summit Wealth LLC in Orem, Utah. He holds a Series 65 designation and has been active in the financial industry since 2021, including experience at Transamerica and MidAtlantic Advisory LLC. He also has a background working with Ninja Kidz INC and Family First Medical. Summit Wealth LLC is an independent registered investment adviser serving individuals, high-net-worth clients, and business entities with financial planning, discretionary wealth management, and entity cash management. The firm uses client profiles and investment policy statements to guide portfolio implementation, generally utilizing mutual funds and ETFs based on various analytical approaches.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting Income planning
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