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.
Our Culture: The Summit Brand
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.
Our Culture: The Environment
Engrained deep within our company is a culture that promotes:
- Positivity: We seek to create a positive atmosphere for all of our staff through encouragement, uplifting words and a peer-recognition system.
- Growth: A team-first approach where each of our staff are given the tools to feel empowered in their positions in order to strive for their personal and professional goals.
- Philanthropy: We place a heavy focus on community outreach through office volunteer outings at local charities, gift and food drives, and donations.
In an industry that can often be perceived as greedy and dishonest, our conviction is to always strive to be a company that promotes trust, honesty, integrity. We believe that a company’s brand, what the outside world sees, is a direct representation of the culture established from within.
Our Culture: The Team
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.