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