Reaching new heights toward your financial goals.

 

Long-term relationships based on trust and communication.

 

Focused on providing a full range of wealth management services.

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The professional team at Summit Investment Group provides financial services dedicated to assisting high net-worth clients define and achieve financial security. We are focused on providing the full range of services and resources necessary to develop a comprehensive wealth management strategy. We are equally dedicated to creating long-term relationships based on trust, frequent communication, collaboration, an in-depth understanding of financial objectives and a commitment to goal-oriented solutions.

Wealth Management

  • Active management of custom portfolios
  • Proactive strategies for significant wealth events
  • Estate and tax planning strategies

Retirement Planning

  • Retirement investments and income planning
  • Complex legacy planning
  • Medicare and Social Security guidance

Raymond James Financial Services, Inc., member FINRA / SIPC / Privacy Notice

Securities are offered through Raymond James Financial Services, Inc.

Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.