Havertown, PA Office

Summit Wealth Group LLC provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. Services described in the brochure include discretionary investment management (offered in a wrap‑fee structure), standalone financial planning, family office and wealth planning, and retirement plan advisory (including 3(21) and 3(38) services), generally billed as a percentage of assets under management.

The firm states it customizes target allocations based on each client’s financial profile, goals, liquidity needs and risk tolerance, and uses a range of analytical approaches (asset allocation, fundamental, technical, quantitative and direct indexing) with tax‑loss harvesting when appropriate. Summit frequently implements strategies through third‑party money managers and sub‑advised models (including arrangements with SEI Investments Management Corporation) and monitors accounts on an ongoing basis with at least annual reviews.

Several operational features in the brochure are atypical for peers: some advisory representatives are also registered representatives of Purshe Kaplan Sterling Investments and certain advisory persons are licensed insurance professionals who receive commissions for insurance product sales, conflicts the firm discloses and manages. The brochure also discloses the firm’s use of client testimonials in advertising, a bundled wrap‑fee program, a secured‑loan program offered through Goldman Sachs Bank, and that Summit reported over $2.3 billion in discretionary AUM soon after forming in 2025.