Welcome to 2026

By Summit Advisory Group / April 27, 2026

Welcome to 2026 SAG Clients Download

Prudent Advice and Fiduciary Principles

Summit Advisory Group is an independent fiduciary advisory firm dedicated to retirement-focused financial planning. We partner with individuals and families nearing or living in retirement to bring clarity to complex financial decisions through thoughtful, tax-aware strategies designed to preserve wealth, generate reliable income, and support enduring financial confidence.

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Contact

201.746.9180
201.746.9177
155 Chestnut Ridge Road Suite 100 Montvale, NJ 07645
info@summitadvgroup.com

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC to residents of CT, DE, FL, GA, MI, NJ, NY, NC, PA, SC, TN, and VA. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Summit Advisory Group are not affiliated. Summit Advisory Group is a marketing designation used by independent financial professionals. Cambridge does not offer tax or legal advice. Cambridge’s Form CRS (Customer Relationship Summary)
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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