Skip to content

Summit Wealth Management, LLCFinancial advisor in Salem, OR

Summit Wealth Management, LLC is a financial advisor at 1500 Liberty St SE #250, Salem, OR 97302, ranked #32 of 51 financial advisors in Salem and rated 5.0 from 3 Google reviews.

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.

Salem, ORUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Summit Wealth Management, LLC
Address1500 Liberty St SE #250, Salem, OR 97302Get directions
Phone(503) 798-4343
Websitesummitwm.net
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Salem and 8 towns within 25 miles: Four Corners, Keizer, Hayesville, Monmouth, Dallas, Woodburn, Albany and McMinnville.

Based in Salem, ORView on map

Questions about Summit Wealth Management, LLC

How is Summit Wealth Management, LLC ranked in Salem?

Summit Wealth Management, LLC is ranked #32 of 51 financial advisors in Salem by RFA Score, with 62 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 areas does Summit Wealth Management, LLC serve?

Serves Salem and 8 towns within 25 miles: Four Corners, Keizer, Hayesville, Monmouth, Dallas, Woodburn, Albany and McMinnville. 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 Management, LLC?

Summit Wealth Management, LLC has a rating of 5.0 from 3 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 Management, LLC?

Call Summit Wealth Management, LLC on (503) 798-4343. The business is at 1500 Liberty St SE #250, Salem, OR 97302. 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.

Own Summit Wealth Management, LLC? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Summit Wealth Management, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Summit Wealth Management, LLC (this business)—625.0 (3)——
Park Front Wealth - Ameriprise Financial Services, LLC#30625.0 (3)NoNo0.9 mi
Cascade Pacific Financial Planners#31625.0 (3)NoNo0.3 mi
Edward Jones - Financial Advisor: Tim Sparks, CFP®|CPWA®#33613.7 (3)NoNo1.3 mi

See all 51 ranked financial advisors in Salem