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

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

One of the most common investing mistakes is reacting emotionally to short-term market movements.When markets shift, fea...
05/19/2026

One of the most common investing mistakes is reacting emotionally to short-term market movements.

When markets shift, fear and uncertainty can lead to decisions that hurt long-term results. Successful investors take a different approach. They stay focused, trust their strategy, and make decisions based on long-term goals, not short-term noise.

If market swings make you second-guess your strategy, you’re not alone. We can help you build a plan designed to keep you steady and confident through every cycle.

www.summitwealth.net

💡 Financial Tip of the WeekIncrease your retirement contributions by just 1 percent this year. Most people won’t even fe...
05/14/2026

💡 Financial Tip of the Week

Increase your retirement contributions by just 1 percent this year. Most people won’t even feel the difference in their paycheck, but over time, that small adjustment can translate into thousands of dollars in additional savings thanks to compound growth.

Small, consistent moves like this are what separate average results from long term financial success.

www.summitwealth.net

Today, we celebrate the strength, care, and love that mothers bring into our lives every single day.Wishing all the moms...
05/10/2026

Today, we celebrate the strength, care, and love that mothers bring into our lives every single day.

Wishing all the moms out there a peaceful and beautiful Mother’s Day.

Successful investing isn’t about chasing the hottest stock. It’s built on consistency, discipline, and a long-term persp...
05/08/2026

Successful investing isn’t about chasing the hottest stock. It’s built on consistency, discipline, and a long-term perspective. Markets will rise and fall, but a well-structured strategy keeps you moving forward through every cycle.

Want to build a strategy you can stick with long-term? Let’s start the conversation.

www.summitwealth.net

Track where your money goes for just one month. No guesses, no assumptions — just real numbers. Most people are surprise...
05/05/2026

Track where your money goes for just one month. No guesses, no assumptions — just real numbers. Most people are surprised by how much they’re spending and where it’s actually going.

Awareness is the first step to control. When you understand your habits, you can start making smarter decisions that move you closer to your goals.

www.summitwealth.net

Retirement isn’t just about hitting a number in an account. It’s about creating a reliable income that supports the life...
04/30/2026

Retirement isn’t just about hitting a number in an account. It’s about creating a reliable income that supports the life you want to live.

Travel. Family. Freedom. Peace of mind.

A strong retirement strategy focuses on turning your savings into sustainable income for decades. What does your ideal retirement look like?

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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