Why Clients Choose & Stay with Us
Summit Private Wealth Group is a Minnesota based practice serving the wealth planning needs of a select number of individuals, families, and businesses in the upper Mid-West and around the country. Our mission is to be a valued advisor to our clients by bringing our experience, knowledge, and values to the table as they pursue their "summit", which represents their vision of financial success.
Our commitment to this mission is defined by three principles:
1. A consultative approach
A commitment to explaining our clients' options using straightforward language provides clarity and comfort.
2. Providing needs-based solutions
Experience and teamwork allows for specialization, innovation, and perspective.
3. Lasting relationships
Active listening, transparency, and putting ourselves in our clients' shoes creates comfort and trust
Come see why clients choose and stay with us!