Wealth Management

Summit Wealth Group provides the guidance you seek to manage, protect and strategically use your wealth to improve and maintain the lifestyle you desire.

Our Philosophy

We are committed to building a long-term partnership with you as we help you navigate s complex financial landscape. Our knowledgeable team inspires confidence by listening to you, responding to your needs, communicating opportunities and guiding you along the path to financial independence.

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Our Services

Summit Wealth Group specializes in helping you navigate through complex situations as you plan for retirement and prepare your legacy. For two decades, we have represented the unique needs of individual investors and families who benefit from our dedication to the client experience. We deliver customized services that address your unique, comprehensive financial needs.

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Meet our Team

Summit Wealth Group founder Ted Spinardi has more than two decades of experience in the financial services industry and more than a decade of experience in investment management. Over that time, he has developed customized strategies designed to help you tactically manage and protect your assets. His team is committed to serving you with integrity, personal service and a comprehensive approach to wealth management.

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