Wealth Management

Whether you’re aiming to preserve your wealth, navigate complex markets, or pursue new opportunities, we offer a range of financial planning solutions tailored to your unique goals. Together, we’ll chart a course that aligns with your vision and empowers your financial journey for years to come.

Financial & Retirement

Planning

At Summit Global, everything begins with an initial meeting designed to truly understand who you are and what you want to achieve. We don’t offer cookie-cutter solutions or push products. Instead, our advisors take the time to know you, and your goals. By deeply understanding your financial picture, we create personalized plans that align with your future plans, retirement aspirations, or any other goal, helping you solve the unique puzzle of your financial future.

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Investment & Portfolio

Planning

We recognize that no two investors are alike. That’s why our approach to investment and portfolio planning is flexible and personalized. We focus on building strategies that match your risk appetite and financial objectives, all while reviewing your current financial situation. Whether you're aiming for wealth accumulation, income, or protection, the Summit Global Investments team actively manages your portfolio. This ensures alignment with your changing circumstances and market conditions, helping you achieve your financial goals over time.

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Estate & Legacy

Planning

Summit Global goes beyond simply helping you create an estate plan. We collaborate with attorneys and work closely with you to ensure that your trust is not only established but also properly funded—an often-overlooked step that is critical to effective estate planning. Our team helps with re-registering accounts, changing beneficiaries, instructing custodians, and communicating with heirs. This comprehensive approach ensures that your legacy is seamlessly executed and that your heirs are fully prepared.