A plan tailored for you For the goals you want to accomplish
Summit Wealth Management Group
402-420-7799
888-844-0635
855-476-1287
5800 Hidcote Drive
Suite 200
Lincoln, NE 68516
Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.
Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.
John C. Geist has been recognized as an industry leader.
- Forbes Best-In-State Wealth Advisors, 2020, 2021
Our perspectives
Insights