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.

11/18/2025

Here's how you can ensure that Black Friday deals do not derail your budget and long-term financial goals.

11/17/2025

A life that is rich in friendship is one worth living to the full.

11/16/2025

One important lesson: Keep pressing our limits until we reach our limits.

11/15/2025

A new model for business resilience in a politically turbulent era. By Christopher Marquis in Harvard Business Review.

11/14/2025

Investors’ rosy feelings about their stock market gains are powering spending—but it’s a different story for everyone else.

11/13/2025

Big stock gains have always been followed by big losses. Here are tips on how to prepare.

11/12/2025

Balance doesn’t make you mediocre. It makes you whole. And wholeness, not wealth, is the foundation of genuine success.

11/11/2025

If enhanced premium tax credits expire, Americans could see their Marketplace health insurance (Obamacare) premiums jump by thousands of dollars in 2026.

11/10/2025

Investing in all stocks, all the time—even in retirement—leads to higher returns than a mix of stocks and bonds. But it’s nowhere near a sure thing.

11/09/2025

You say you can handle a 40% crash, but does it matter? Here’s why high earners must prioritize capacity over comfort.

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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