Core to wealth management at Summit Financial Group is an unbiased consultative approach. It is central to developing a disciplined investment strategy integrating your financial goals, resources, needs and risk tolerances. Whether you are in wealth accumulation, preservation or distribution mode, Summit's experienced investment advisors will construct an investment blueprint founded in diversification, asset allocation and risk management.  

Case Studies/White Papers

  • Pre-Retiree, FemaleCase Study

    A 59 year-old single female with an improperly allocated and managed Individual Retirement Account at the hands of her previous investment advisor.