Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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Summit Wealth Management, a full-service company specializing in helping people achieve their financial goals. You will find a wealth of information about our capabilities and how we can help you reach your financial goals.


As personal financial professionals, we can:

  •   Help you clarify and define your goals              
  •   Recommend solutions designed to fit your needs
  •   Deliver timely information 
  •   Explain how changing financial conditions affect you
  •   Monitor your financial progress
  •   Help make investment planning easier

Our website is an information resource designed to help you learn more about personal finance. We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. You will find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest. 

If you have any further questions, please call us 503-798-4343 or e-mail us at tara.bebieff@summitwm.net.

We will be happy to help and look forward to talking with you.

About Summit

Investment and Insurance Products are:

  • Not Insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AZ, CA, CO, CT, FL, HI, IA, ID, IL, IN, KS, LA, MA, MI, MO, MS, MT, NC, NM, NV, OH, OK, OR, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2021 Wells Fargo Clearing Services, LLC. All rights reserved.


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