Contact our team today and begin preparing your lifelong financial strategy.

You can have confidence in Summit Investment Group’s proven history of financial stability, transparency, and long-term relationships. Our commitment to providing you with outstanding service and sound, seasoned advice has been a guiding tenet, as has the principle of conservative financial management. These principles are evident in the way we manage your portfolios and the way we manage our practice. It is our mission to always put your best interests first – to always protect your financial security and well-being. Our minimum account is $500,000.

130 Camino Escondido
Santa Fe, NM 87501
Fax: 505.984.1028

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.