“Summit Wealth Group works with clients to answer any questions, adjust strategies as needed, and move forward with actionable steps. Theodore Spinardi is the founder and Senior Managing Director of the firm. He brings his clients over thirty years of financial planning and portfolio management experience. At Summit Wealth Group, the team presents clients with a financial plan using comprehensive strategies and solutions. Their clients entrust them with their most important financial decisions. Their purpose is to be the first call for any financial need. Their advisors help families from all walks of life discover what true wealth means to them, mapping a path forward together to help them get there.”
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