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Summit Financial Consultants

"Summer Family Movie Nights"

FREE outdoor movies on large projection screen

Movie will begin at dusk

We will be hosting one in June, July and August in the courtyard at Summit Finanical Consultants.

Popcorn, snow cones and refreshments will be provided

Dates and times to be announced very soon


Summit Financial Consultants

1st Annual Spring into Wellness Fair

Given this was our first endeavor with a Wellness Fair, we were very happy with the turnout. Even with the uncertainty of weather, which turned out to be amazing, we had more than 100 people – vendors and guests total– dedicated to learning more about change and growth through the 8 dimensions of wellness within our community and abroad.

You are probably wondering why a wealth management firm would want to host a wellness event. We at Summit truly believe in change and growth, which is an important component in the definition of wellness. We really want to be the catalyst for change and growth, not only in the financial lives of families, but in all areas of life. It is our vision to help make a difference by providing knowledge and resources to our clients, community and abroad. We truly love to help people. Our focus is to reinvent the social impact of a for-profit wealth management firm by helping our clients, the community and abroad. “Making a Difference- One family, community and country at a time”. Our goal is to incorporate charitable initiatives into our company mission statement, Mainsprings is the focus of our current initiative.


We were also very fortunate to have Chris Gates, founder of Mainspring Charity www.mainsprings.org , for flying in from Tulsa Oklahoma to be our guest speaker. Providing life skills necessary to break the cycle of poverty and create a sustainable future for East African children and families is truly remarkable.  

Check the background of this firm on FINRA’s BrokerCheck.