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Our Company

Summit Investment Group, LLC is a wealth management firm located in Tulsa, Oklahoma. We specialize in retirement planning with a focus on creating plans to generate lifetime income for individuals, families and businesses. The areas that we cover include, but are not limited to investment planning, estate planning, retirement, retirement planning, education planning, insurance planning and income tax planning.

At Summit, we recognize that financial planning is a process, not a product. It is a process that involves discovering your goals and developing a plan to pursue them. As your Financial Advisor we strive to provide you with the information and guidance necessary to make sound financial decisions. Our belief is that the interests of our clients come first. Summit Investment Group provides a full range of financial services for those who want to defend and increase their financial assets as well as provide income that continues to increase for life.

Please feel free to contact us with any questions or comments.