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Summit Wealth Group
Summit Wealth Group : des fiduciaires de confiance guidant l'avenir financier des clients.
5(5 avis)
Insurance
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Summit Wealth Group : des fiduciaires de confiance guidant l'avenir financier des clients.
Summit Wealth Group, situé au 14500 N Northsight Blvd, Suite 112 à Scottsdale, AZ, est une société de gestion de patrimoine et de planification financière fiduciaire. Les clients louent les conseillers compétents, notamment David Newby et Scott Marks, pour un service attentif, réactif et des conseils clairs. L'équipe couvre les investissements, la planification successorale et fiscale, avec accès à des experts-comptables et avocats — un véritable guichet unique.
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Gestion de portefeuille personnalisée adaptée à vos objectifs, à votre tolérance au risque et aux conditions du marché pour des rendements optimaux.
Stratégies complètes pour sécuriser votre retraite, y compris la planification des revenus et l'optimisation des économies.
Conseils d'expert sur la structuration du patrimoine et des stratégies fiscalement efficaces pour protéger et transmettre le patrimoine.
Planification financière holistique couvrant la budgétisation, l'assurance et la définition d'objectifs à long terme avec une approche fiduciaire.
Services intégrés comprenant la supervision des investissements, la gestion des risques et la planification de la transmission du patrimoine pour les familles.
I would recommend working with Summit Wealth Group to anyone looking to work with a financial advisor. When my wife and I moved to Arizona from Connecticut and were looking for someone to manage the proceeds of the sale of our home, we eventually found Summit Wealth Group and were blown away by their presentation. Since working with David Newby, we have seen exceptional returns on our investments, culminating with our recent purchase of our home. David is extremely knowledgeable about financial markets, attentive to our goals and risk tolerance, and incredibly responsive. He was key in getting us to a point financially where we could find our dream home. I would recommend anyone looking to work with a financial advisor to work with David Newby at Summit Wealth Group.
I've been working with Scott Marks as my Financial Advisor for the past several years. I place all my confidence in Scott and his team without hesitation. I have increased the amount I invest each year as the result of my positive experience. I was referred to Scott by a very well respected co worker who retired recently. She too, has nothing but praise for Scott is assuring she can accomplish her goals in retirement; her opinion speaks volumes for me.
After working with Commonwealth as an advisor for over 25 years, when I retired I wanted a firm an advisor I could trust. Summit advisor Scott Marks was a perfect fit. Summits overall structure from the investment committee to estate and tax planning makes it a one stop shop. From the time my wife and I walk in and are greeted by Kristen to the time we leave after a review with Scott, we couldn't ask for more knowing we are in good hands. Update 10/2024: We've worked with Scott for a few years now you know we've made the right choice. He is now working with our kids and anything we've asked of him, he's been able to provide. He is also handling my wife's sister's account and knowing he's been watching over everything in these turbulent times is certainly a comfort for both my wife and I. We would highly recommend him to anybody that is looking for an advisor. Summit Wealth Group has a lot of depth behind the scenes from the planning knowledge to investments, to tax planning as well as estate planning. They have access to CPAs and attorneys as well which makes them pretty much a one-stop shop.
We have been working with Randy and Scott and the entire Summit team for many years now, and there is no doubt that they have exceeded our expectations in every aspect of our relationship. Summit takes their role as fiduciaries very seriously, and Scott has been extraordinary in his attention to our account and our planning. Over the years, there have been many instances of unusual circumstances that have required careful thought, planning, investigation, and presentation of options; in each case, the Summit team has been a true partner in the process driving each situation to a satisfactory conclusion. All of this, of course, starts with the management of our account and investments, and we have never been disappointed with the insights and professionalism we experience with Scott and his team. We trust them all to maintain our best interests; and we have referred several of our family and friends to Summit which is the best example of our opinion and experience. We look forward to a secure and solid future with our partnership with Summit.
Summit Wealth Group has served my family for many years in a highly professional and productive manner. Working with Scott Marks has been an incredibly positive experience. He epitomizes the service-oriented professional who works to assist his clients in the best way for their financial needs. I have the utmost confidence that he is helping my family make the best financial decisions. Besides his financial acumen and understanding of the markets and funds, Scott is the best I have ever seen at communicating with his clients--whether difficult questions about investment decisions or simple questions, he is prompt in responding and with a careful and thoughtful approach to whatever problem we have presented to him. I am very appreciative of all Scott and the Summit Wealth team do for my family.
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