Curt Wilson is Owner and President of Summit Investment Group, LLC. Curt earned his Bachelor’s degree in Business Administration from the University of Oklahoma. He has been working with clients and investments since 1986. He served with Morgan Stanley Dean Witter and Merrill Lynch prior to forming the forerunner company to Summit in 2004, which later became Summit Investment Group, LLC in 2006. Curt Wilson’s registrations consist of the Series 7, 63, and 65 through Securities America, and nationally as well as state licenses for Accident & Health, Life, Variable Life/Variable Annuity and Long Term Care Insurance. Curt is married to Sydney Wilson. Together they have 2 children and reside in Tulsa, OK.
It is our goal to help each client create his or her own unique flexible plan for protection and continued growth of assets over the long term. We conserve the clients’ assets first as we pursue continued growth of their assets and increase their income now and into the future. Our team is assembled according to each client’s needs in light of their goals, objectives and risk tolerance. We work alongside the client’s existing advisors or make introductions to professionals as needed. Summit works with very large institutional groups in order to get the best possible pricing and access to financial institutions and markets that best suit the client’s plan. In order to create the plan we weigh each contingency and advise on what is determined to be the best, most efficient and economical way to handle the client’s needs in all areas; Financial Planning, Investment Planning, Retirement Planning, Income Planning, Tax Planning, Estate Planning, etc. We present our findings to the client and through discussion agree on the best plan of action. We implement the client’s plan. We then monitor and review the plan going forward to help the client make necessary adjustments in the future.