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Your Financial Needs & Goals are Uniquely Your Own

Whether you are planning for today or for what's to come, our team is dedicated to providing flexible and customizable planning to help our investors thrive and succeed.

Our Mission

Financial Advice goes beyond annual returns, net worth statements and required minimum distributions. It is the commitment to developing, implementing, and adjusting an investment plan for the families that we work with that makes a difference.

We believe that our continual focus on improving our process provides us the opportunity to deliver financial Confidence, Comfort, and Clarity to be enjoyed throughout all stages of your life.

How we work with our clients

Our team is committed to providing personalized investment planning services to individuals by assessing their financial situation, developing a customized plan, and offering ongoing advice and support.
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Investing

Investing in the market can help individuals grow their wealth over time by taking advantage of the potential returns offered by various financial instruments.

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Retirement

Planning for retirement is crucial to ensure that individuals can maintain their standard of living and meet their financial goals after they stop working.

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Estate Planning Strategies

Estate planning is essential for individuals to ensure that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away.

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Insurance

Insurance and financial products such as life insurance and annuities can provide individuals with financial protection and stability by offering death benefits, income replacement, and retirement income. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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Education Planning

Education planning is critical for parents to save for their children's future education expenses and help them avoid the burden of student debt.

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Tax Planning Strategies

Tax planning strategies with a financial advisor can help individuals minimize their tax liabilities and maximize their after-tax income, allowing them to keep more of their hard-earned money. Wells Fargo Advisors Financial Network is not a legal or tax advisor.

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How much will I need?

Not sure how much retirement income will you need? How much life insurance is enough? What type of IRA is right for you? Use our financial calculators to see where you stand in your investment plans.

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What's Changing?

Our team is dedicated to providing the most essential information and insights to stay on top of market changes. Check out our newsletters for a concise recap of market changes and market news.

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When is the right time?

Need to brush up on Investing, Retirement, Tax Planning, or Estate & Trusts? We've put together a library of information on important financial topics that we believe you'll find helpful.

Summit Wealth Management Team
Summit Wealth Management Team

Summit Wealth Management 

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, HI, IA, ID, IL, IN, MA, MT, NM, NV, OH, OR, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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