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Protect ◦ Save ◦ Grow

Trusted Guidance, Proven Strategies: Your Path to Financial Security

Your financial future is our priority. We offer comprehensive wealth management and retirement planning services, using proven strategies to turn your financial goals into reality.

Peace of Mind Through Smart Financial Planning

Whether you're planning for retirement, saving for your child's education, or protecting your loved ones, we're here to guide you through every step of the journey.

Best Time To Call:
Please Contact Me Regarding:

Retirement
Planning

Plan Your Dream Retirement. At Summit Wealth we craft personalized plans for a secure future. We assess your finances, align investments with goals, and navigate Social Security & taxes. Retire with confidence – let's build your sustainable plan. Don't wait to turn your retirement dreams into reality.​

Tax
Planning

Our tax planning strategies aim to legally reduce your tax liability, maximizing your after-tax income. We'll work with you to optimize deductions and credits, explore tax-advantaged investment opportunities, and ensure you're utilizing all available strategies to keep more of your hard-earned money. Our proactive approach can make a significant difference in your financial well-being.

Estate
Planning

Ensure your wishes are carried out with our comprehensive estate planning services. We'll guide you through creating a plan that minimizes taxes, distributes assets efficiently, and appoints trusted individuals to manage your affairs. With a well-crafted estate plan, you can achieve peace of mind knowing your legacy will be preserved.

Life
Insurance

Life insurance provides financial protection for your beneficiaries in the event of your passing. We'll work with you to determine the right coverage amount and policy type to ensure your loved ones have the resources they need to navigate life's transitions smoothly. Let us help you secure their financial well-being and peace of mind.

Jonathan Wardenburg, MBA

Jonathan Wardenburg is a financial advisor with over 12 years of experience in the finance world. He holds an MBA from Southern Utah University and a degree in Business Management and Entrepreneurship from Utah Valley University.

 

Skilled in business development, sales leadership, and relationship management, he currently owns Summit Wealth Group. Wardenburg also holds Series 7, 65, and 66 licenses, as well as a Life and Health License.

Contact Me

jonathan.wardenburg@equitable.com

(801) 733-2433

Who We Serve

You deserve a trusted partner for your financial journey. We offer personalized wealth.

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  • Pre-Retirement Professionals

  • Families

  • High-Net Worth

  • More

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