Summit Wealth Group, LLC is a trusted and independent Registered Investment Advisor (RIA) based in Omaha, NE. They offer comprehensive financial planning services, serving as a personal CFO to guide clients through every stage of their financial lives, helping them invest smarter, optimize their income, and reach their goals.
With a team of financial professionals and a transparent fee schedule, Summit Wealth Group puts their clients' needs first, providing trusted advice and customized managed portfolios. They specialize in college funding, retirement planning, and planning for major life events, offering peace of mind and financial security to their clients.
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