Summit Group Wealth Management

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Moffatt Financial Strategies is fiercely committed to preserving and managing wealth for our esteemed clients. We define our role as advocates for individuals, families, and businesses who require highly specialized financial and advisory services. With independence and integrity, the financial and tax planning strategies we provide are based on extensive market research, financial insight, and comprehensive planning experience. You already know what you want to accomplish. We will partner with you to design a plan that will help you pursue your goals.

Established in 1982 and headquartered in Los Angeles, California, Hanmi Bank is a wholly owned subsidiary of Hanmi Financial Corporation. Hanmi Bank has established a coast-to-coast network of branches and loan production offices that provide a variety of financial services. Hanmi Bank is committed to delivering personalized, relationship- based service, founded on quality financial products and services. Hanmi is dedicated to helping our customers to reach higher financial success, while supporting our local communities to grow stronger.