A complete list of active advisors currently associated with Summit Wealth Group LLC

Warmer can help you find a great advisor at Summit Wealth Group LLC or one who fits your needs even better.

Summit Wealth Group LLC provides personalized Financial Life Planning and wealth management to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations, delivering portfolio management and ongoing financial planning. The firm also offers tax preparation and tax‑planning services on a subscription basis and provides fixed‑fee financial consulting engagements. Investment programs are built from a client discovery process into written Investment Policy Statements and asset‑allocation strategies tied to goals and risk tolerance, with most accounts managed on a discretionary basis and periodic use of third‑party managers. Summit notes it may employ tactical tools such as margin and short sales for clients with higher risk tolerances and uses artificial‑intelligence platforms for non‑specific research and industry analysis. Noteworthy aspects disclosed in the brochure include in‑house tax preparation alongside investment advice and that certain professionals are registered representatives of Purshe Kaplan Sterling Investments, Inc., enabling the sale of commissionable products and the potential receipt of 12b‑1 fees. The brochure also discloses that some staff are licensed insurance agents who may transact insurance and receive commissions, a combination of services and affiliations that is less common among similarly sized team firms.

To learn more about the advisors currently working at Summit Wealth Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.