Home | Summit Investment Group

Our Approach

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Company

We create strategies that are tailored to your needs and goals.

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Our Services

Years of experience have prepared us to guide you through your life transitions.

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About Us

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow.

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Comprehensive Solutions for All Your Needs

If you are looking for professional financial advisory services, we are here to help. Contact us today to schedule a consultation with one of our financial advisors. Let us help you pursue your financial goals and work toward a life free from financial worries.

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Our Team

Brian Wiese

LPL Branch Manager

Josh Rocha, CFP®

Financial Advisor

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

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Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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805 Insight

Can you actually afford the life you want on the Central Coast?

Take the free 2-minute 805 Life Score assessment — a personalized score across four dimensions of financial readiness for life here, built by Josh Rocha, CFP®.

Take the Assessment

11 questions. Takes about 2 minutes.

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