Summit Wealth & Retirement Partners

Specialties

For over 25 years our firm has provided a ‘safe environment’ for our clients and their families to discuss all aspects of their personal and financial lives. If an issue is important to you, it’s important to us. We are here to listen, clarify, and when you are ready, help put together a customized game plan to help you achieve your financial and wealth management goals. While we indirectly advise on over $ 1 billion of client net worth, we directly advise on over $ 300,000,000 of investable client assets.

History

Established in 1986.

The company was founded in 1986 to serve the needs of high net worth families with concentrated asset holdings in real estate and private business interests. RG Financial was renamed Summit Wealth & Retirement Partners in March of 2012.