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Granite Bay Office

5905 Granite Lake Drive Suite 110
Granite Bay, CA 95746


Our Process

Our History

Our Values

Our Resources

CUSTOM PLANS FOR EVERY SINGLE STAGE OF LIFE.

Although we typically work with clients holding financial assets over $500,000, we rarely turn down newer investors as long as they are dedicated to building their future success. In any case, D R SUMMIT Wealth Management Inc. has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.

What Matters Most

Take care of loved ones with detailed estate planning.

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Financial Strategies

A sound financial roadmap is just the start

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Life’s Milestones

Financial advice for every situation

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Our Experienced Team Can Help

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