Summit Wealth Group LLC
Summit Wealth Group LLC, established in January 2014 and registered with the SEC since January 2016, offers personalized life planning and wealth management services to various clients. The firm's mission is to enhance clients' financial well-being by understanding their unique goals. Services include financial life planning, ongoing financial advice, asset management, tax preparation, and financial consulting. Clients engaging in wealth management services are required to complete a financial plan, and the firm manages assets on a discretionary basis. SWG recommends the use of Schwab Advisor Services as a custodian/broker, with trade execution and custody services provided by Schwab. The firm may receive compensation from third-party managers and may pay referral fees to solicitors. Clients must vote on proxies related to their investments. SWG does not require prepayment of fees more than six months in advance and has no material financial circumstances affecting its ability to meet obligations. Clients must have at least $1,000,000 to engage with the firm, although this minimum may be waived at SWG's discretion.
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