Unclaimed brand
We are dedicated to providing investment management & strategic wealth planning that is right for you. We are a client's trusted advisor https://t.co/F1GmQh2Wj8
Liking this brand profile? Share this page


Hex Code
Color name
RGB
HSL
CMYK
#0F75BC
Denim
15, 117, 188
205, 85, 40
92, 38, 0, 26
#00080F
Blue Charcoal
0, 8, 15
208, 100, 3
100, 47, 0, 94
#77C8F7
Malibu
119, 200, 247
202, 89, 72
52, 19, 0, 3
Summit & Surf Wealth Management is a financial advisory firm focused on helping individuals and families plan for their financial needs and long-term goals. The firm emphasizes personalized service, meaningful client relationships, and a planning process designed to understand each client’s priorities, assess their situation, and present recommendations. Its services include financial planning, investment management, asset management, retirement planning, and strategic wealth planning.
The firm’s approach considers both current needs and future financial security, including tax-efficient planning. Its website also offers educational resources on topics such as retirement, estate planning, insurance, investment risks, savings, and financial scams. Founder and President Arthur “Artie” Castro and Office Manager Deanna Rivera are identified as members of the team.
Summit & Surf invites prospective clients to get in touch to discuss their financial needs. Securities are offered through J. W.
Cole Financial, Inc., and advisory services through J. W. Cole Advisors, Inc.
; the website states that these entities are unaffiliated with Summit & Surf Wealth Management and that services and investments may not be available in every state
Brand industry
Finance
Company type
Suggest company type
Year founded
Suggest founded year
Company size
Suggest company size
How do I download the Summit & Surf Wealth Mangement logo?
What are Summit & Surf Wealth Mangement's brand colors?
The Summit & Surf Wealth Mangement color palette uses the hex codes #0F75BC, #00080F and #77C8F7.
The Summit & Surf Wealth Mangement name, logos and brand assets are trademarks of Summit & Surf Wealth Mangement and its affiliates. Brandfetch isn't affiliated with or endorsed by Summit & Surf Wealth Mangement. Their use is subject to Summit & Surf Wealth Mangement's brand guidelines.