Summit Oak Wealth Group

Summit Oak Wealth Group We are excited to share our new name and look. Our commitment is simple. Deliver ROOTED guidance for every stage of life. Listen first.

A financial advisory practice of Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media. Summit Oak Wealth Group launched in January 2026 with a fresh brand and logo, bringing our team together under one banner while keeping what clients value most the same. You will recognize the advis

ors you already know and trust: Michael Gioia, Steven Shrimp, Daniel Scribner, and Sarah Henderson. We have long served families and professionals both in the Wilmington, Delaware community and nationwide with thoughtful planning, steady portfolio guidance, and clear communication, now unified in a brand that reflects strength, clarity, and roots that run deep. Make complex choices feel understandable. Stay close as your needs evolve. We provide retirement planning, tax aware portfolio management, risk management, charitable giving strategies, estate and trust coordination, business owner planning, stock option and RSU guidance, and clear reporting so you always know where you stand and what comes next. Summit Oak represents the next chapter of work we love, with the same relationships, the same attention to detail, and the same ethical approach you expect. If you are visiting for the first time, we invite you to connect with our team in Wilmington or virtually to see how financial planning can help you move forward with more confidence. Would you like a second opinion on your current financial plan or a complimentary initial consultation?

06/16/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

06/05/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

06/04/2026

Client Service & Administrative Associate (Full-Time)
Summit Oak Wealth Group
Wilmington, DE

About the Opportunity
Summit Oak Wealth Group is a well-established, client-focused wealth management and financial planning firm based in Wilmington, DE, seeking a full-time Client Service & Administrative Associate to join our team. This is a multifaceted role offering exposure to operations, client service, and business development—with clear opportunities for growth within the firm.

What You’ll Do
• Serve as a primary point of contact for client service needs
• Support account opening, maintenance, and processing
• Coordinate meetings, calendars, and client communications
• Assist advisors with administrative and operational tasks
• Maintain accurate and organized client records
• Help ensure a seamless, high-quality client experience
• Contribute to internal process improvements

What We’re Looking For
• Strong organizational and multitasking skills
• Excellent communication and client service abilities
• High attention to detail and accuracy
• Positive, team-oriented mindset
• Proficiency in Microsoft Office (Outlook, Excel, Word)
• Financial services or client-facing experience preferred

Growth Opportunity
At Summit Oak Wealth Group, we are committed to developing our team. This role offers meaningful career advancement opportunities within the financial services industry.
Why Join Summit Oak Wealth Group?
• Established and respected advisory practice
• Collaborative and supportive team culture
• Opportunity to build meaningful client relationships
• Clear path for professional growth

How to Apply
Interested candidates should submit their resume to: [email protected] or apply via LinkedIn.

Daniel’s approach to financial planning is rooted in perspective, understanding the full picture of a client’s life.With...
05/15/2026

Daniel’s approach to financial planning is rooted in perspective, understanding the full picture of a client’s life.

With a background shaped by early exposure to thoughtful financial decision-making, he focuses on helping clients bring clarity to complex situations.

He often works with individuals preparing for or moving through retirement, helping align income, investments, and long-term goals in a way that feels both practical and sustainable.

Learn more about our team and approach:
https://bit.ly/42DbJdC

8781063ACMR0226

Steven’s approach to financial planning is grounded in real-life experience.Growing up in a single-parent household, he ...
05/08/2026

Steven’s approach to financial planning is grounded in real-life experience.

Growing up in a single-parent household, he learned early how much each financial decision matters and how important it is to plan with intention.

Today, he brings that perspective into his work, helping clients navigate retirement with clarity, practicality, and a focus on what truly matters day to day.

Steven believes financial advice should be clear, honest, and easy to understand.

Learn more about our team and how we serve clients:
https://bit.ly/4uwN2LJ

8781063ACMR0226

For Michael, financial planning started simple, an early lesson in saving and being intentional with money.That early ex...
05/01/2026

For Michael, financial planning started simple, an early lesson in saving and being intentional with money.

That early experience shaped how he approaches his work today: helping clients make thoughtful, and informed decisions.

With decades of experience, Michael focuses on bringing structure to retirement planning, connecting income, investments, and tax strategy into one coordinated plan.

His goal is steady and straightforward:
to help clients feel confident in where they stand and prepared for what’s ahead.

Learn more about our team and approach:
https://bit.ly/4nbWfqA

8781063ACMR0226

We’re proud to introduce Summit Oak Wealth Group.While our name and look are new, our commitment remains the same, provi...
04/28/2026

We’re proud to introduce Summit Oak Wealth Group.

While our name and look are new, our commitment remains the same, providing thoughtful, steady financial guidance for individuals and families in Wilmington and beyond.

Our team brings together years of experience, working collaboratively to help make complex financial decisions feel more clear, manageable, and aligned with your goals.

This next chapter reflects who we’ve always been, just brought together under one name.

Learn more about our team and approach:
https://bit.ly/4dcJQPu

Is Summit Oak Wealth Group the right fit for you?We work with individuals and families who are looking for thoughtful, s...
04/23/2026

Is Summit Oak Wealth Group the right fit for you?

We work with individuals and families who are looking for thoughtful, steady financial guidance, especially during key transitions and decision points. For many, that includes preparing for retirement.

Our clients often include:
• Families building long-term wealth
• Business owners planning for the future
• Individuals preparing for or navigating retirement

No matter the stage the goal is the same, helping you stay focused on what matters most while we help guide the path forward.

Learn more about how we work with clients:
https://bit.ly/41VES3o

Meet Daniel Scribner.Daniel is driven by helping clients feel more at ease with their financial decisions—bringing clari...
04/20/2026

Meet Daniel Scribner.

Daniel is driven by helping clients feel more at ease with their financial decisions—bringing clarity to complex situations.

“I’ve seen how much peace comes from feeling financially prepared.”

His work centers on thoughtful planning and helping clients see the bigger picture.

Learn more about Daniel:
https://bit.ly/4exU1iO

Meet Steven Shimp.Steven’s approach to financial planning is shaped by real-life experience, responsibility, and a deep ...
04/13/2026

Meet Steven Shimp.

Steven’s approach to financial planning is shaped by real-life experience, responsibility, and a deep understanding of how financial decisions impact everyday life.

“I learned early in life how much every financial decision matters.”

He brings that perspective into every client relationship focused on clarity, stability, and long-term confidence.

Learn more about Steven:
https://bit.ly/4tEH1fx

Address

3520 Silverside Road, Ste 25
Wilmington, DE
19810

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13024797780

Website

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