Summit Group of Virginia an Alera Group Company
Summit Group of Virginia is an independent financial consulting firm based in Virginia Beach, Virginia, dedicated to providing personalized financial solutions to individuals and organizations nationwide. Founded in 1996, the firm manages over $2.5 billion in assets under advisement as of December 31, 2022.
In 2022, Summit Group joined Alera Group, a national financial services firm, enhancing its capabilities in employee benefits, property and casualty insurance, retirement plan services, and wealth solutions.
192 Ballard Ct #400, Virginia Beach, VA 23462