The Summit Group

Our organization takes pride in our enduring values as we strive to maintain the utmost human and professional qualities in each of our relationships.

Asset Management

We invite you to learn more about our capabilities to strategically implement our investment styles into your portfolios…

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Financial Planning

Our objective is to empower our clients’ insight through our certified and specialized wealth management consultants. We help our clients…

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Portfolio Management

Our goal is to serve as capital wealth advisors and as capital allocators. Together we will choose the appropriate level of service…

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All of the recommendations given by The Summit Group are based on in-depth knowledge we have on each of our clients.

At The Summit Group, we believe it is extremely important that our clients understand our fees structure, and we take pride in our transparency. Our main concern is that our clients understand the knowledge of our team, and the services we offer, as a result of our commitment to our relationship.
We treat individuals and families in a way consistent with our values that first and foremost project a desire to provide valuable help in all areas of financial concern.
We firmly believe our clients deserve accountability. As in any relationship we examine your concerns, we listen to your request and we immediately deliver solutions.


We work as a single united team with market leading firms around the world and give our clients the highest quality advice possible.