Summit Wealth Management Group - UBS Financial Services

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8415 Maddox Dr Ste 101
Lincoln, NE 68520
+1 (402) 328-4522
https://advisors.ubs.com

Summit Wealth Management Group, part of UBS Financial Services in Lincoln, NE, is recognized for its exceptional wealth management services, earning accolades such as Forbes Best-In-State Wealth Advisors and Teams from 2020 to 2024. The team is dedicated to cultivating long-term relationships with clients, providing customized strategies focused on comprehensive wealth planning, retirement strategies, and multigenerational advice.

Led by experienced professionals like John C. Geist and Larry D. Sock, the Summit Wealth Management Group leverages global expertise and in-depth knowledge to assist individuals, families, business owners, and retirees in achieving their financial goals. With a commitment to quality client service, the team emphasizes a thorough understanding of each client's needs, aspirations, and concerns.

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