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Summit Wealth GroupFinancial advisor in Portland, OR

Summit Wealth Group is a financial advisor at 15350 SW Sequoia Pkwy #150, Portland, OR 97224, ranked #44 of 193 financial planners in Portland and rated 5.0 from 7 Google reviews. Open Monday to Thursday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Portland, ORUpdated 0 paid placements in any rankingHow we rank

Call (503) 906-5205Website ↗

Key facts

Key facts about Summit Wealth Group
Address15350 SW Sequoia Pkwy #150, Portland, OR 97224Get directions
Phone(503) 906-5205
Websitesummitwealthgroup.com
HoursMonday to Thursday: 8 AM – 4 PM
Google rating5.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Portland and 12 towns within 25 miles: Tualatin, Tigard, Lake Oswego, Oak Grove, Milwaukie, Sherwood, Beaverton, Oatfield, West Linn, Gladstone, Oregon City and Wilsonville.

Based in Portland, ORView on map

Opening hours

Opening hours for Summit Wealth Group
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
Wednesday8 AM – 4 PM
Thursday8 AM – 4 PM
FridayClosed
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Summit Wealth Group

How is Summit Wealth Group ranked in Portland?

Summit Wealth Group is ranked #44 of 193 financial planners in Portland by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Summit Wealth Group’s hours?

Summit Wealth Group is open Monday to Thursday. Its listed hours are Monday to Thursday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Summit Wealth Group serve?

Serves Portland and 12 towns within 25 miles: Tualatin, Tigard, Lake Oswego, Oak Grove, Milwaukie, Sherwood, Beaverton, Oatfield, West Linn, Gladstone, Oregon City and Wilsonville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Summit Wealth Group?

Summit Wealth Group has a rating of 5.0 from 7 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Summit Wealth Group?

Call Summit Wealth Group on (503) 906-5205. The business is at 15350 SW Sequoia Pkwy #150, Portland, OR 97224. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Summit Wealth Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Summit Wealth Group (this business)—655.0 (7)NoNo
AIM Wealth Advisory Group - Ameriprise Financial Services, LLC#14655.0 (7)NoNo6.3 mi
Interactive Wealth Advisors, Inc.#15655.0 (7)NoNo8.3 mi
Pinnacle Wealth Advisors#17654.4 (14)NoNo8.6 mi

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