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Summit Trust and Wealth Management Group

 

Trust Services

Summit Trust and Wealth Management Group provides high quality asset and property management services. Strategies are developed and managed based on trust documents and State law to achieve your specific objectives.

A trust is an excellent management solution to assure that assets and property are managed and distributed in accordance with your directions.

  • Personal Trust Services
  • Revocable Living Trusts
  • Charitable Trusts
  • Testamentary Trusts
  • Special Needs Trusts

 

Retirement Services

Summit Trust and Wealth Management Group is committed to delivering high quality retirement plan services.  We combine our technical expertise with our local investment specialists enabling us to focus on your retirement goals.  We personalize our services to meet your retirement plan needs.

  • 401(k)
  • IRAs
  • Profit Sharing
  • SIMPLE Plans

 

Estate Planning

The objectives of estate planning are to AVOID CONFLICTS, SHORTEN DELAYS, and REDUCE EXPENSES.

The traditional concept of estate planning deals with the orderly transfer of assets at death. At Summit Trust and Wealth Management Group we realize it is also important to plan for the accumulation and distribution of an estate during lifetime as well as death. 

  • Will and Trust Reviews
  • Power of Attorney
  • Living Trust

 

Client Point

 

For additional information, please contact our Trust and Wealth Management Group at:

Summit Trust and Wealth Management Group
P.O. Box 1559
Bluefield, WV  24701

trust@summitfgi.com
(304) 530-1000 or 877-776-9722