Summit Wealth Management reposted this
Women exhibit behaviors that position them as strong and savvy investors, despite facing different challenges. See how to use these strengths to your advantage.
Summit Wealth Management
Financial Services
Salem, Oregon 19 followers
We provide financial Confidence, Comfort, and Clarity to be enjoyed throughout all stages of your life.
About us
Financial Advice goes beyond annual returns, net worth statements and required minimum distributions. It is the commitment to developing, implementing, and adjusting an investment plan for the families that we work with that makes a difference. Our team is specialized in Retirement Planning, Estate Planning & Gifting Strategies, Tax Planning Strategies, and Education Planning. Additionally, we offer small-business and business owner solutions. Visit our website to connect with our team to build your financial future.
- Website
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https://www.summitwm.net
External link for Summit Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Salem, Oregon
- Type
- Privately Held
- Founded
- 2014
- Specialties
- Retirement Planning, Estate Planning Strategies, Tax Planning Strategies, Education Planning, Wealth Management, Financial Planning, IRA Rollovers, and Investment Strategies
Locations
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Primary
Get directions
1500 Liberty St SE
250
Salem, Oregon 97302, US
Employees at Summit Wealth Management
Updates
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Summit Wealth Management reposted this
Do you have a go-to vacation spot? Going somewhere year after year is familiar and easy, but these destination alternatives combine the vacation attractions you love with the thrill of going someplace new.
Where to vacation next
https://lifescapes.wellsfargoadvisors.com
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Wells Fargo Investment Institute's new Municipal Market Update provides perspective and guidance for investors given historically strong fourth-quarter returns.
Municipal Market Update: November rally continues holiday season tradition
wellsfargoadvisors.com
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As kids go back to school, it's a reminder for teaching valuable money lessons they don't learn in the classroom. See our guidance for parents to get started.
Teaching kids about money - lifescapes.wellsfargoadvisors.com
https://lifescapes.wellsfargoadvisors.com
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We're #hiring a new Client Services Associate in Salem, Oregon. Apply today or share this post with your network.
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Summit Wealth Management reposted this
Thank you Fastsigns Salem, Pioneer Trust Bank, Portland General Electric, Summit Wealth Management, Huggins Insurance Services/Bliss Sequoia Insurance, Photos by Orion, Sandy Melhorn, CPA P.C. and Tomson Burnham for making our luncheon possible! We are so thankful to be a part of this generous community!
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With questions looming about interest rates, inflation, and a possible recession, how should investors prepare for 2023's second half? Get five top portfolio ideas, and contact me to discuss how they may apply to you.
Read the 2023 Midyear Outlook: Navigating end-of-cycle turbulence - sites.wf.com
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Updates to RMD ages, qualified charitable distributions (QCDs) and more!
--Interesting update on Secure Act 2.0
SECURE Act 2.0: What you need to know about new retirement savings provisions - www.wellsfargoadvisors.com
wellsfargoadvisors.com