Summit Financial Group:
San Francisco-Based Wealth Advisor Climbing to the Top with New MVP Website

Summit Financial Group, San Ramon, CA, is a national leader in providing a wide range of wealth management services though its in-house resources and external team of Registered Investment Advisors (RIAs).  Partnering with MVP, the client embarked on developing a sophisticated WordPress website that aligned with their strategic vision for comprehensive financial planning.

The website design process, guided by MVP’s TeamMate℠ methodology, kicked off with a deep dive into Summit’s business goals and client demographics—ranging from business owners to young professionals and pre-retirees seeking financial advice. The custom-tailored wealth advisor website was designed to be intuitive, with a clean, professional aesthetic that integrates educational content and interactive tools such as financial calculators and planning kits, all aimed at enhancing user engagement.

While all but ready for launch, the site’s direction shifted suddenly when Summit changed its FINRA broker relationship. Now serving as a prototype, the inspiring MVP-designed website provides a solid foundation for future development under new broker-dealer representation.