Summit Wealth Management

Summit Wealth Management 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. Our knowledgeable team is committed to serving you with integrity, personal service and a comprehensive approach to wealth management. We also emphasize proactive client communication, which includes quarterly meetings, market updates and portfolio analysis to ensure you stay informed regardless of the market’s direction. It would be our pleasure to serve your unique needs by extending our personal service and comprehensive guidance to you. If you would benefit from our longevity, clarity and independence, we invite you to contact us to schedule a complimentary consultation. OUR PHILOSOPHY INDEPENDENCE | As an independent firm we are not tied to sales quotas and have no obligations to product manufacturers. This allows us to put your best interests first. INDEPENDENCE HAS ITS ADVANTAGES At Summit Wealth Management our compensation is tied to how well we meet your stated objectives over time, which not only makes us accountable to you, but removes any potential conflicts of interest in the advice we provide. Since we’re not product manufacturers or distributors, and are not compensated on a transaction basis, we are able to maintain full objectivity throughout the planning and investment process. As an independently owned and operated financial services firm our independent structure eliminates conflicts and distractions often encountered by advisors operating within large corporate or Wall Street firms. We answer directly to our clients, not to a corporate parent or to stockholders. This enables us to provide unbiased financial advice while making the best choices for our clients, tailored to their individual needs and situations. We believe it is in our clients’ best interests to manage their assets in a discretionary manner, without any restrictions and with full access to some of the most useful and dependable research and financial products available in the industry today. OUR PROCESS CLARITY | Our goal is to provide you with well-researched strategies, new investment opportunities and ongoing support, and ultimately help bring clarity to your financial future. COMPREHENSIVE ADVICE |CLEAR VISIONS As a client of Summit Wealth Management, you will benefit from a comprehensive financial planning process that begins when we first meet with you. We start by listening. After we fully assess your current situation, we explain and educate you on the best strategies to meet your objectives. Once you are satisfied with the vision we recommend, we not only implement your financial plan, but we review and monitor that plan to ensure you remain on track toward your goals. Our clients are never charged commissions. The fee-based compensation we receive is directly tied to the performance of your account. Because we have no conflicts of interest that result from commission-based compensation, you can be sure that we will always provide objective advice and create a plan that represents your best interests. This plan may address a wide range of financial needs, including: Investment management Retirement planning Estate planning Trust services* Risk management Income/expense planning Budget analysis

Address: 5030 Business Center Drive, Suite 110, Fairfield, CA 94534, USA

Phone: +1 707 439 3483
FAX: +1 707 439 3503