# Summit & Surf Wealth Mangement

- **Website:** <https://summitandsurfwealthmanagement.com>
- **Primary alias:** `summitandsurfwealthmanagement.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/SummitAndSurfWealthManagement)
- [twitter](https://twitter.com/SummitSurf)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idl06PKOjM/w/325/h/168/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793176947051)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idl06PKOjM/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793176947196)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Denim | #0f75bc | accent |
| Blue Charcoal | #00080f | dark |
| Malibu | #77c8f7 | light |

## Fonts

- Raleway — asset _(google)_
- Raleway — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idl06PKOjM/w/1500/h/500/idHEfSYRgk.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793176946915)

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_Source: <https://brandfetch.com/summitandsurfwealthmanagement.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._