The Summit Approach

We feel investing with Summit offers a unique blend of comfort, clarity, and confidence. We prioritize your peace of mind by providing a user-friendly platform that ensures utmost comfort throughout your investment journey. We believe our transparent approach offers clarity, empowering you to make informed decisions. Moreover, our guidance inspires confidence. Experience the comfort of investing with clarity and the confidence of a trusted partner.
Our planning process can help you plan your investments around your most important life goals. Your plan’s flexibility lets you monitor and adjust your goals and investments as your life changes and you can “test-drive” goals to find out how they’ll play out within your plan.

When you work with one of our Financial Advisors, the conversation starts by exploring your big-picture plans and dreams. With the help of our planning software, you and your advisor will prioritize your goals for the future and map out a financial course to help you achieve them.

Your investment plan can take into account:
  • Life Goals
  • Education Goals
  • Assets & Liabilities
  • Income & Living Expenses
  • Current & Future Cash-flow Requirements
  • Retirement Planning Needs
  • Levels of Acceptable Investment Risk
  • Asset Allocation Objectives

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Using the Envision Process

Learn more about the Envision Process by downloading our fact sheet or contact us with any questions.

Meet With Us

Contact us today to schedule your visit.

Summit Wealth Management
1500 Liberty St SE
Suite 250
Salem, OR 97302

Local Phone:
503.798.4343

Email Us:
[email protected]

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.

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