Summit Wealth & Retirement Partners
Welcome to Summit Wealth & Retirement Partners
For over 30 years Summit Wealth & Retirement Partners (formerly RG Financial Partners) has provided comprehensive wealth management services to successful families and women in transition.
As a fee-based financial planning firm, we act as a fiduciary, always putting our client's interest before our own.
Our wealth management team has a rich history of helping a select group of families and women in transition who are seeking the guidance of a local Trusted Advisor. Some of the life & financial transitions we have in-depth experience with include:
i. Loss of a spouse or loved one
iii. Job/Career Change
iv. Sale of a business
We strive to be our client’s financial partner – the first call that they make before a big financial decision is made. Whether the topic is buying a 2nd home, making changes to their estate plan, or reviewing their tax returns before they get filed, we are here to help and our clients take great comfort in having that resource.
The primary mission of Summit Wealth & Retirement Partners is to help successful people make better financial decisions and feel more secure about their money. We accomplish our mission by providing highly customized financial advice, and always putting our client’s best interest above all else. Our job is to help clients by designing, implementing, and monitoring their customized financial plans.
We are especially suited to help those with complex needs who believe in outsourcing their most pressing financial decisions to a local Trusted Advisor.
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