Summit Wealth Management

Summit Wealth Management

Financial Services

Salem, Oregon 23 followers

We provide financial Confidence, Comfort, and Clarity to be enjoyed throughout all stages of your life.

About us

Financial Advice goes beyond annual returns, net worth statements and required minimum distributions. It is the commitment to developing, implementing, and adjusting an investment plan for the families that we work with that makes a difference. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-deal and separate non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found at wfa.com/social. This information is intended for use only by residents of AK, AR, AZ, CA, CO, CT, FL, HI, IA, ID, IL, IN, MA, MN, MT, NM, NV, NY, OH, OK, OR, PA, TN,TX, UT, VA, WA, WY

Industry
Financial Services
Company size
2-10 employees
Headquarters
Salem, Oregon
Type
Privately Held
Founded
2014
Specialties
Retirement Planning, Estate Planning Strategies, Tax Planning Strategies, Education Planning, Wealth Management, Financial Planning, IRA Rollovers, and Investment Strategies

Locations

Employees at Summit Wealth Management

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