Managing stock market investments that have appropriate risk for client’s short and long term needs.
Maximizing and preserving your wealth for generations to come.
Assessing client needs and matching them with available insurance products.
Tying all aspects together for a comprehensive and complete financial plan.
Offering expertise to business owners for buy-sell agreements and employee benefit plans.
Summit Group Wealth Advisors
181 E 1600 N
Logan, UT 84341
Monday – Thursday 9-5
Or by appointment