Summit Group Wealth Advisors is a financial services firm based in Logan, Utah, serving people who are approaching or enjoying retirement. The firm helps clients prepare for long-term financial needs, including the risk of outliving their income, inflation, taxes, and rising healthcare costs. Its P.E.A.K. Planning Process begins by understanding a client’s priorities, then evaluates available resources and options, agrees on a strategy, and reviews it over time to help keep plans on course.

Services focus on three areas: growth, preservation, and giving. Retirement income and wealth management strategies may include annuities, investments, and IRA or 401(k) rollovers. To help preserve assets, the firm offers life insurance, tax-efficient strategies, long-term care strategies, and IRA legacy planning. For clients planning a legacy or charitable contributions, Summit Group works with attorneys and tax professionals on trusts, probate, charitable giving, estate planning, and tax planning.

The firm also provides educational resources, including guides and blog articles, and invites prospective clients to request a complimentary financial review.