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Financial Advice for Retiring Minnesotans™



Our Philosophy

We believe that each client is unique and deserves an honest and fruitful discussion about their financial picture. A seamless plan will take into consideration the accumulation of assets, and the efficient management of debt, to produce the greatest long-term results. Learn more about our philosophy…

Our Services

We specialize in the efficient growth of net worth for our clients, enriching their quality of life without giving up choice, control and safety. Our strategies generally focus on three areas: Retirement Planning, Home Equity Strategies, Alternative Investments. Learn more about our focus areas…
Our Process

We engage our clients in a forward-thinking process that brings greater clarity and propels them toward financial freedom. This process is designed to meet the unique needs of each client, guiding them to live their lives with greater passion, confidence and significance. Learn more about our process…


Summit Strategy Group   1509 Division St.   Waite Park, MN 56387   320-240-7942    info@summitexperience.com

The testimonials on this website may not be representative of the experience of other clients and they are not indicative of future performance or success. Registered Representatives of and Securities Offered Through QA3 Financial Corp. Member FINRA (www.finra.org)/SIPC (www.sipc.org). The Northern Educational Institute and Summit Strategy Group are associated companies. Summit Strategy Group representatives are licensed to do securities and business in the state of Minnesota, and Texas.

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