Founded in 2010, Summit Wealth Group has grown from the California Bay Area to a firm with offices across the nation, serving clients through holistic financial planning and disciplined investment strategies.
It all started from a small office in the outskirts of San Francisco. Tired of having conversations about how to make the firm more money rather than how to place clients first, Ted Spinardi left his Senior Vice President role at Wells Fargo and began his journey as an independent Financial Advisor. Trained in financial planning and creating custom portfolios by one of the biggest names in banking, his passions and background gave him the ability to help his clients achieve success on their terms.
Since then, Summit Wealth Group has grown out of one man’s vision into a nationally recognized financial planning and wealth management firm. Our advisors help families from all walks of life discover what true wealth means in their lives, together mapping a path forward to help them get there.
Company Details
- Employees
- 5
- Founded
- 2010
- Address
- 9175 S Yale Ave, Suite 100,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://www.summitwealth.net/
- HQ
- Tulsa, Oklahoma
Summit Wealth Group Questions
Summit Wealth Group's website is https://www.summitwealth.net/
Summit Wealth Group's LinkedIn profile is https://www.linkedin.com/company/swg-tulsa
Summit Wealth Group has
5 employees.
View email and phone details for 5
employees at Summit Wealth Group.
Summit Wealth Group's industry is
Investment Management
Summit Wealth Group's top competitors are
Highlands Wealth Group,
Ability Wealth Group,
Riggle Wealth Group,
Whitney Wealth Group,
Castle Wealth Group,
Summation Wealth Group,
Acme Wealth Group,
Summit Wealth Strategies,
Integrated Tax Solutions,
Peters Wealth Group.
Summit Wealth Group's categories are Investment Management
Summit Wealth Group's founding year is 2010
