Summit Wealth Group is a trusted financial advisory firm based in Fairfield, CA, offering comprehensive financial planning services to clients at every stage of life. With a team of experienced professionals, they provide personalized strategies to help clients invest smarter, optimize their income, and reach their financial goals.
As a Registered Investment Advisor (RIA) under the Securities Exchange Commission (SEC), Summit Wealth Group delivers independent and trusted advice, ensuring that clients' needs are always put first. With a transparent fee schedule and a focus on fiduciary responsibility, they provide customized managed portfolios and financial solutions tailored to each client's unique circumstances.
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