Summit Financial Group, LLC

📬 The Summit Perspective, Winter 2026 edition has arrived!

As we welcome a new year, this issue takes a thoughtful look at the lessons of 2025 and the opportunities—and challenges—that lie ahead. From market reflections and the evolving AI landscape to timeless planning fundamentals, we explore what it means to move Onward in 2026 with clarity and confidence.

You'll meet our newest Summit Spirit Award honoree, learn about our support for Maui's recovery, and get a sneak peek at upcoming Summit U workshops. We're also celebrating big news: Summit Financial Group made the 2026 Forbes Best In State Wealth Management Teams list!

❄️ Read the full Winter 2026 issue here: https://www.summitadvisors.com/resources-and-events/summit-perspective-newsletter

We're honored to be named to the 2026 Forbes Best‑In‑State Wealth Management Teams list. This recognition reflects our commitment to doing it right and pursuing our mission of Enriching Lives—of our clients, our people, and our community.

Thank you for being part of the Summit journey. We look forward to what lies ahead!



*2026 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4rXUfUA. Please see https://bit.ly/40mwRVe for more info.