The Summit Group

Here at the Summit Group, Jerry Lorey and team work with established business owners to help them quickly and efficiently check off the should-do items in their personal financial lives. We'll collaborate with their other professionals, acting as a quarterback to help coordinate a complex playbook of assets, tax-efficient investments, risk management, and retirement and legacy planning strategies. We take pride in helping them coordinate their personal financial lives with great expertise and innovation, and the end result is getting things done quickly, efficiently, and completely.

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