Summit Group of Virginia, an Alera Group Company Information

Summit Group of Virginia, an Alera Group Company, is not your typical “one size, fits all” financial advisory firm. We’ve built our business on the idea of thinking differently... on breaking the status-quo and believing there is always room for innovation and improvement. Through independent advice, diverse expertise, and our drive to help create better outcomes for our clients, we deliver modern solutions to help simplify some of life’s complex challenges. Our multifaceted backgrounds and experiences provide our clients with access to a unique team of professionals able to deliver a wide-array of financial services and products such as individual financial consulting, wealth management, corporate 401(k) consulting, group insurance benefits, and executive benefit design, all under one roof. Our firm’s style and structure allow us to maintain close, trusting relationships with our clients while providing services and expertise on a national scale. Our clients span from coast-to-coast and our partners are frequently asked to speak and advise on industry panels across the country. All this with one goal in mind – helping create better outcomes for our clients. Disclosure: Advisory Services offered through The Ascent Group, LLC, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. The Ascent Group, LLC, Alera Group, Inc., and Summit Group of Virginia, an Alera Group Company, are not affiliated with Triad Advisors, LLC. Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation.