Summit Wealth Management

04/14/2025

📣 Exciting News! 📣

We’re proud to announce that Citadel Financial Group is officially joining Summit Wealth Management!

This merger represents a shared vision and a stronger future — one that’s built on deep relationships, personalized financial guidance, and a commitment to helping clients reach their highest financial potential.

💼 What does this mean for you?
You can expect the same trusted team, now with enhanced resources, expanded services, and even greater support — all under the Summit Wealth Management name.

We’re thrilled about the road ahead and honored to continue walking beside you on your financial journey.

We would love to help you reach your Summit!

04/08/2025

📍 We’ve moved!!📍

Excited to say that we’re now located in downtown Fort Payne!

The new address is:
201 Gault Ave N
Fort Payne, AL 35967

There’s parking behind the building or street parking beside Maters!

12/10/2024

I'm excited to be able to officially announce I've earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification! I want to always be looking for ways to improve and provide better quality and expertise for our clients-and I believe this is a big milestone in that direction.

I appreciate everyone who has been with me so far on this journey and excited for things to come!

Let's build a brighter financial future together! 💼📈

06/03/2024

Jumpstart your child’s future.

03/19/2024

🏀March Madness! 🏀
Do you know how much 4 years of tuition costs at your favorite school?

Auburn- $226,824🦅
Alabama- $218,728🐘

It's madness! If you have a loved one that you want to help go to college, or trade school, you may want to consider a 529 College Savings Plan!🎓

04/12/2023

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

04/10/2023

When the rules of the game change, tactics should follow in response to the new landscape.

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

04/07/2023

Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector.

Quarterly Market Insights | Q1 2023 U.S. Markets Stocks posted solid gains in the first quarter as investors navigated corporate earnings, shifting monetary signals, and troubles in the banking sector. For the three months ending March 31, the Dow Jones Industrial Average rose 0.38 percent while the...

04/07/2023

Are dividends a key component when evaluating investment opportunities? Learn more.

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

04/05/2023

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

04/04/2023

WE'RE HIRING!

Office Admin
$11-15/hour

We are looking for a motivated office assistant. The ideal candidate will have excellent communication skills and attention to detail. Regular and punctual attendance is required.
Skills and qualifications:
- Proven administrative experience- Excellent written and verbal communication skills- Proficient with PC applications including e-mail, electronic calendar, Microsoft Word and Excel and Adobe Acrobat- Comfortable handling confidential information- Professional demeanor and appearance
Responsibilities:
- Performing general administrative tasks, including as answering and directing phone calls, email correspondence, faxing, filing, and mailings and deliveries
- Communicating with clients and others
- Preparing documents and correspondence
- Coordinating calendar and scheduling appointments- Maintaining filing system- Keeping office stocked and organized

Please send resumes to [email protected]

03/31/2023

What will your family do if you can't earn an income? Here are steps you can take today.

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.