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Support

"Hi, 

Daniel H. Gilbertson, CFP®, CRPC® & Josh Jerele, CFP®

Scale at Summit

At Summit Wealth Group, we focus on scaling success for advisors in a rapidly changing industry. Watch the videos below where our department directors share how their teams help new advisors and firms grow and expand within Summit Wealth Group.

Join Summit

If you are an elite solo advisor or ensemble looking to scale, thrive, and secure your legacy, getting started is easy:
 

  • Click "Join Summit" to schedule a meeting.

  • We will connect with you to discuss the opportunity to join Summit or sell your book.

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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The Financial Advisor (s) associated with this website may discuss and/or transact business only with residents in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations

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Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

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