The Summers Investment Group
  • Home
  • About Us
    • Our Team
  • Our Clients
    • Our Process
    • Become a Client
    • Client Expectations
  • Contact Us
  • Resources
    • Newsletters
    • Calculators
    • Articles
  • Client Login

Sitemap

Navigation

  • Home
  • About Us
  • Our Team
  • Our Clients
  • Our Process
  • Become a Client
  • Client Expectations
  • Our Relationship Process
  • Our Planning Process
  • Our Investment Management Process
  • Our Resources
  • Our Referral Process
  • Contact Us
  • Resources
  • Newsletters
  • Calculators
  • Articles
  • Client Login

Home

    Articles

    • Risk Management
      Split-Dollar Life Insurance
      Life Insurance for Business Owners
      What Is Whole Life Insurance?
      What Is Universal Life Insurance?
    • Cash Management
      College Financial Aid
      What Cash Management Tools Are Available?
    • Investing
      Bonds
      Asset Classes
    • Tax Planning
      Tax Strategies for Retirement Plans
    • Estates & Trusts
      Paying Estate Taxes
      Avoiding Probate

    Calculators

    Newsletter

    Sitemap

      Transcript

        Videos Detail

          About

            Contact

              investment-resources

                Locations

                  Working With Us

                    Our Clients

                      Our Process

                        Client Expectations

                          Our Team

                            Become a Client

                              The Relationship Process

                                The PIM Program

                                  Our Resources

                                    The Referral Process

                                      The Emoney Process

                                        The Summers Investment Group of Wells Fargo Advisors
                                        • 208 Golden Oak Court
                                          Suite 300
                                          Virginia Beach , VA 23452
                                        • 757.431.6316
                                          Send a Message
                                        • Home
                                        • About Us
                                          • Our Team
                                        • Our Clients
                                          • Our Process
                                          • Become a Client
                                          • Client Expectations
                                        • Contact Us
                                        • Resources
                                          • Newsletters
                                          • Calculators
                                          • Articles
                                        • Client Login

                                        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 (AL, AZ, CA, CO, DE, FL, GA, HI, IL, KS, LA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

                                        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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

                                        Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

                                        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.

                                        • Site Map
                                        • Privacy Policy
                                        • Legal
                                        • Security
                                        • Notice of Data Collection
                                        • Do Not Sell or Share My Personal Information

                                        © 2025 Wells Fargo Clearing Services, LLC. All rights reserved.

                                        FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

                                        FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX

                                        Important notice: You are leaving the Wells Fargo website

                                        PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.


                                        Continue Return to Wells Fargo