Annual Business Planning
Our annual business planning retreats is a time for all of our advisors to meet for 3-4 intensive days of reviewing and celebrating the past year, while setting goals for the year ahead.
We hear it all the time, why do we us a tree as our logo?
Our logo is a big part of the history and formation of Summit Wealth Group, it speaks to our company culture and overall brand.
The tree embodies many of the values we foster at Summit: steadfastness, commitment to personal growth for our clients and team members and holistic strength to withstand the storms of life.
As you may have noticed, we place a strong emphasis on our team. Whether it is through a branch outing, a staff Christmas party, community involvement, or a team meeting, we encourage team participation because we believe the team is our strength as a firm. We believe the team is what sets us apart in a competitive industry. Relying on the strength of the individuals that make up our team, we believe we have the ability to better help our clients navigate the path to a better, more secure future.