Summit Wealth Group-Bay Area

Summit Wealth Group-Bay Area "The Guidance You Seek for the Future You Desire"

Financial Planning and Wealth Management For Every Stage of Life REACH YOUR GOALS - INVEST SMARTER - OPTIMIZE INCOME

Fathers spend years planning, providing, and putting their families first. From teaching the value of hard work to helpi...
06/21/2026

Fathers spend years planning, providing, and putting their families first. From teaching the value of hard work to helping build a secure future, their impact reaches far beyond today.

Happy Father's Day!

A comfortable retirement isn’t built in the last five years of your career. It’s built through consistent planning, disc...
06/19/2026

A comfortable retirement isn’t built in the last five years of your career. It’s built through consistent planning, disciplined saving, and smart decisions made over decades. The earlier you start and the more intentional you are, the more options and freedom you create later in life.

It’s not about catching up at the end; it’s about building momentum over time.

If you want to make sure you’re on the right path, let’s create a plan that works for the long term.

www.summitwealth.net

When you understand where you stand, where you’re going, and how to get there, everything changes. Decisions become easi...
06/16/2026

When you understand where you stand, where you’re going, and how to get there, everything changes. Decisions become easier. Stress decreases. Confidence grows.

Clarity doesn’t come from guessing, it comes from having a plan.
Ready to feel more confident about your financial future? Let’s start the conversation.

www.summitwealth.net

Your investment strategy should evolve as your life evolves. What worked in your 30s may not serve you the same way in y...
06/11/2026

Your investment strategy should evolve as your life evolves. What worked in your 30s may not serve you the same way in your 60s. As your goals, income, and timeline change, your approach to risk, growth, and income should adjust with it.

If it’s been a while since you’ve reviewed your investments, now is a great time to make sure everything still aligns with where you are and where you’re going.

www.summitwealth.net

Most people think they know where their money goes each month… until they actually track it.This guide breaks down a sim...
06/08/2026

Most people think they know where their money goes each month… until they actually track it.

This guide breaks down a simple way to monitor your spending and uncover patterns that may be holding you back. Because the truth is, you can’t improve what you don’t measure. https://tinyurl.com/53pdx9mj

Clarity around your cash flow is one of the fastest ways to take control of your finances and start making intentional decisions.

Take a few minutes to read this, then challenge yourself to track one full month. You might be surprised by what you find.

www.summitwealth.net

Wealth is rarely built through one big decision. It’s built through the small choices you make every day.• Saving a litt...
06/05/2026

Wealth is rarely built through one big decision. It’s built through the small choices you make every day.

• Saving a little more.
• Investing consistently.
• Avoiding unnecessary debt.
• Staying patient when others panic.

Over time, these habits compound into something powerful. The life you live tomorrow is being shaped by the decisions you make today.

www.summitwealth.net

One of the biggest retirement mistakes people make is assuming their 401(k) alone will be enough.A real retirement plan ...
06/02/2026

One of the biggest retirement mistakes people make is assuming their 401(k) alone will be enough.

A real retirement plan goes deeper. It looks at how you will generate income, how taxes will impact you, how to prepare for healthcare costs, and how to navigate market risk.

If your plan only focuses on investments, you could be missing some of the most important pieces.

Want to know if your retirement plan is truly complete? Let’s take a look together.

www.summitwealth.net

Many people come to us feeling overwhelmed. Too many options. Too much information. Not enough clarity. What they usuall...
05/28/2026

Many people come to us feeling overwhelmed. Too many options. Too much information. Not enough clarity. What they usually need isn’t more complexity. They need a clear, straightforward strategy that aligns with their goals and simplifies their decisions.

That’s where we come in.

If you’re feeling unsure about your financial direction, let’s build a plan that gives you confidence moving forward.

www.summitwealth.net

Today, we honor those who served and gave their lives for something greater than themselves.We remember. We reflect. We ...
05/25/2026

Today, we honor those who served and gave their lives for something greater than themselves.

We remember. We reflect. We are grateful.

Most people spend more time planning a one-week vacation than they do planning their financial future.One gives you memo...
05/22/2026

Most people spend more time planning a one-week vacation than they do planning their financial future.

One gives you memories for a moment. The other shapes the rest of your life.

A clear financial plan doesn’t have to be complicated, but it does need to exist. The sooner you create it, the more control and confidence you gain.

If your future hasn’t been mapped out yet, now is the time to start. Let’s build a plan that works for you.

www.summitwealth.net

Address

9175 S Yale Avenue #100
Tulsa, CA
74137

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+17074393483

Website

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