Summit & Surf Wealth Management

Summit & Surf Wealth Management We are dedicated to providing investment management & strategic wealth planning that is right for you Simply put, we strive to be our client’s trusted advisor.

We are dedicated to providing investment management & strategic wealth planning that is right for you. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC www.finra.org and www.sipc.org Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) JWC and Summit & Surf Wealth Management are unaffiliated entities. Financial professionals must be properly registered in t

he state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Financial professional does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Financial professional and do not necessarily reflect those of JWC/JWCA.

09/04/2026

The old idea of “the village” is fading fast—and one sign of it is how rarely Americans even talk to their neighbors anymore. Rebuilding it could start with something surprisingly simple like walking the dog or taking a hike.

09/03/2026

It offers not the opportunity to do nothing but to have the time to do things slowly.

09/02/2026

Learn the signs of a "vacation hangover" and tips to ease the abrupt shift from relative freedom back into sustained attention, decision-making, and problem-solving.

09/01/2026

Risk is loud, opportunity is quiet—which helps explain why people often fear loss more than they value upside.

08/31/2026

“Go for it, as long as you don’t do anything.”

08/30/2026

The S&P 500 is in position for a rare fourth year of consecutive annual gains. Risks are rising, New York Times columnist Jeff Sommer says, yet Wall Street is doubling down.

08/29/2026

When do you plan to retire? What kind of lifestyle do you desire? How much do you have right now that you can count on for your retirement? What about Social Security; do you know what kind of benefits you can expect? These are all factors you will need to consider when you determine how much you'll...

08/28/2026

From the economy to climate change, our growing celebration of resilience says less about our strength than about a world we increasingly expect to be unstable.

08/27/2026

Do higher yields make bonds more appealing than stocks? Probably not.

08/26/2026

If you invest in stock through your employer retirement plan, you should understand net unrealized appreciation.

Address

Tustin, CA

Opening Hours

Monday 6:30am - 3:30pm
Tuesday 6:30am - 3:30pm
Wednesday 6:30am - 3:30pm
Thursday 6:30am - 3:30pm
Friday 6:30am - 1pm

Website

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