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.

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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Client Portal Form ADV Part 3: Relationship Summary
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Summit Wealth Management Group, Inc.

Office: (805) 384-1186

Fax: (805) 384-1048

info@yoursummitwealth.com

400 Camarillo Ranch Rd
Suite 202
Camarillo, CA 93012

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.

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.

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.

WEBSITE DESIGN & DEVELOPMENT BY PXLPOD Web Strategy

Quick Links

About Us
Meet the Team
Our Services
Resources

Information

Client Portal Form ADV Part 3: Relationship Summary
LPL Financial Form CRS
Privacy Policy
Website Privacy Policy
Cookie Policy

Contact Info

Summit Wealth Management Group, Inc.

Office: (805) 384-1186

Fax: (805) 384-1048

info@yoursummitwealth.com

400 Camarillo Ranch Rd
Suite 202
Camarillo, CA 93012

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.

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.

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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BY PXLPOD Web Strategy

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