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Summit Wealth Group
5030 Business Center Drive, Fairfield, California, United States
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About the Summit Wealth Group
Summit Wealth Group, located at 5030 Business Center Drive in Fairfield, California, is a finance institution dedicated to helping clients invest smarter, optimize their income, and reach their financial goals. When you work with Summit Wealth Group, you are getting a personal CFO to guide you through every stage of your financial journey.
The process begins with an initial discovery meeting where your financial goals and motivations are discussed, and your current financial situation is analyzed. Using a time horizon for your retirement, unique goals, and future income needs, a personalized financial plan is customized for you. The team at Summit Wealth Group will present comprehensive strategies and solutions tailored to your specific needs.
As your personal CFO, Summit Wealth Group will work with you to answer any questions, adjust strategies as needed, and move forward with actionable steps. Regular reviews of your strategy will be conducted to address any life changes that may impact your investment plans.
With a focus on transparency and trust, Summit Wealth Group delivers independent advice and customized managed portfolios by a team of financial professionals. Their fee schedule is transparent and aligns their compensation with your goals. Additionally, the team at Summit Wealth Group includes financial advisors with the CERTIFIED FINANCIAL PLANNER™ designation, ensuring expertise and professionalism in their services.
Whether you are planning for major life events, managing wealth transitions, or simply looking to optimize your income, Summit Wealth Group is here to help. Their free assessment will provide you with a step-by-step guide to reaching your financial goals. Sign up for notifications of their blog posts to receive helpful resources and guides on managing your finances effectively.
Meet Kate, a member of the Summit Wealth Group team, who is passionate about helping people win and stewarding an atmosphere of excellence. With a background in Global Ministry and the Marketplace, Kate brings a unique perspective to financial planning. When she's not in the office, you can find Kate serving her local church, playing pickleball, enjoying coffee with friends, and cheering on her husband on the golf course.
Trust Summit Wealth Group to be your first call for any financial need, and let them help you navigate the complexities of wealth management with confidence and clarity.
Photos of Summit Wealth Group
5030 Business Center Dr #110, Fairfield, CA 94534, United States
Opening hours of Summit Wealth Group
Monday:
08:00 - 16:00
Tuesday:
08:00 - 16:00
Wednesday:
08:00 - 16:00
Thursday:
08:00 - 16:00
Friday:
08:00 - 13:00
Saturday:
Day off
Sunday:
Day off
Reviews of Summit Wealth Group
"Summit Wealth Group is a confidential, trustworthy company. Their staff are personable and attentive!"
"Ted has been very helpful with helping me with my finances."
"My grandma has been seeing Ted as a financial advisor for quite some time and it has always been a pleseant experience! Ted and his team are awesome and helpful. Definitely would reccomend."
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