Story Wealth Management Group

at story wealth management group, our purpose is to help guide you in making the right decisions for your financial future. through education, communication, and service which exceeds our clients’ expectations, story wealth management group is dedicated to ensuring you have the tools, resources, and guidance to reach your financial goals. we help you prepare for the future by working progressively through investment, financial, retirement, tax, and estate issues. in addition, our team is excited to help you keep current on subjects and strategies designed to improve your financial knowledge through local workshops, presentations, white papers, and annual reviews. helping you achieve your financial goals is the most important thing we do! story wealth management group is an independent firm with securities offered through summit brokerage services inc., member finra/sipc. advisory services offered through summit financial group, inc. a registered investment advisor. accounts carried by