Meet with

Summit Group Wealth Advisors

Get Started In

4 Easy Steps

An experienced guide makes any journey easier. Here’s how we’ll help you, with our P.E.A.K. Planning Process:


Prepare for your journey


Evaluate your options


Agree to a route


Keep trekking

Schedule a Meeting

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.


181 E. 1600 N.
Logan, UT 84341

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