Portland, OR Office
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Summit Wealth Group
Multi-team
Firm-wide stats for Summit Wealth Group
About
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.
Based on Summit Wealth Group
Expertise
Based on Summit Wealth Group
Location
15350 SW Sequoia Pkwy, Suite 150
Portland OR 97224
Advisors at this office
3
Advisors at this office
Christine G
CFP®, Series 66
Portland, OR
Summit Wealth Group
Christine Garcia is a CFP® professional with 11 years of industry experience, currently serving at Summit Wealth Group since 2026. Her prior experience includes roles at Financial Investment Team, Inc., Peak Brokerage Services, Bank of America, and Merrill. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, using a variety of analytical investment approaches and customized target allocations.
Rachel G
CFP®, Series 66
Portland, OR
Summit Wealth Group
Rachel Gustafson is a CFP® with 11 years of industry experience. She currently works at Summit Wealth Group and previously worked at Financial Investment Team, PEAK Brokerage Services, Bank of America, and Merrill. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on each client’s financial profile and uses a range of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.
Travis W
CFP®, Series 63, Series 65
Portland, OR
Summit Wealth Group
Travis Wesley is a CFP® with 10 years of industry experience, currently serving as an advisor at Summit Wealth Group in Portland, OR. His prior experience includes roles at Ameriprise Financial Services, Fisher Investments, and the Financial Investment Team, where he was also involved in financial planning. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on each client’s financial profile and employs a variety of analytical approaches, often using third-party money managers and sub-advised models.
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