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(805) 384-1186
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About Us

  • Meet the Team
  • Our Story
  • Our Core Values
  • Our Guiding Principles
  • Our Process
  • Frequently Asked Questions

Our Services

  • Financial Planning
  • Planning for Life Events
  • Wealth Management
  • • Pre-Retirees
  • • Professionals
  • • Those In Transition
  • • Independent Women
  • • Multigenerational Families
  • • The Next Generation

Resources

  • The Importance of Having a Financial Plan
  • Articles
  • Financial Dictionary
  • Market Updates
  • Tax Tools
  • Form ADV Part 3: Relationship Summary
  • LPL Financial Form CRS

Contact Info

Summit Wealth Management Group, Inc.
Office: (805) 384-1186
Fax: (805) 384-1048
Email Us

400 Camarillo Ranch Rd
Suite 202
Camarillo, CA 93012

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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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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The financial consultants of Summit Wealth Management Group are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Summit Wealth Management Group, a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, KY, MT, NV, OK, OR, TX, UT, WA, WI.

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About Us
A stylized circular logo featuring a geometric mountain design in green and beige tones.
Our StoryOur sole purpose is to guide our clients to their financial summit.
A stylized circular logo featuring a geometric mountain design in green and beige tones.
Our Core ValuesTrust • Guidance • Commitment
A stylized circular logo featuring a geometric mountain design in green and beige tones.
Our Guiding PrinciplesDiscover what drives us forward.
A stylized circular logo featuring a geometric mountain design in green and beige tones.
Our ProcessFour steps, one partnership.
A stylized circular logo featuring a geometric mountain design in green and beige tones.
Meet the TeamCommitted to YOUR future.
Our Services
A stylized circular logo featuring a geometric mountain design in green and beige tones.
Financial PlanningPlan for your future with confidence.
A stylized circular logo featuring a geometric mountain design in green and beige tones.
Planning for Life EventsObjective guidance in times of change.
A stylized circular logo featuring a geometric mountain design in green and beige tones.
Wealth ManagementInvest and grow your wealth.
Who We Serve
A joyful elderly couple embraces, smiling warmly at the camera with a blurred natural background.
Pre-RetireesPrepare for a secure future.
Serving Professionals
ProfessionalsOutsource the tedium, focus on your passion.
Those In Transition
Those In TransitionProceed forward with confidence.
Serving Independent Women
Independent WomenSeek the guidance, clarity, and support you deserve.
The Next Generation
The Next GenerationThere is no better time to begin building your wealth than today.
Serving Multigenerational Families
Multigenerational FamiliesLeave a legacy for the ones you love most.
  • Home
  • Who We Are
    • Our Story
    • Our Core Values
    • Our Guiding Principles
    • Our Process
    • Our Team
  • Services
    • Financial Planning
    • Planning for Life Events
    • Wealth Management
  • Who We Serve
    • Pre-Retirees
    • Professionals
    • Those In Transition
    • Independent Women
    • Multigenerational Families
    • The Next Generation
  • Contact
  • Client Login