Summit & Surf Wealth Management

Directions Website Contact the business

Summit & Surf Wealth Management We are dedicated to providing investment management & strategic wealth planning that is right for you Simply put, we strive to be our client’s trusted advisor.

We are dedicated to providing investment management & strategic wealth planning that is right for you. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC www.finra.org and www.sipc.org Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) JWC and Summit & Surf Wealth Management are unaffiliated entities. Financial professionals must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Financial professional does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Financial professional and do not necessarily reflect those of JWC/JWCA.

10/20/2026

Wall Street Journal columnist Jamie Waters took part in a longevity fitness challenge to find out how well he’s aging and learn how people are turning back the clock.

10/19/2026

There are many unrecognized trade-offs to home ownership that can make renting a better economic choice

10/18/2026

"Father Time always wins,” Buffett wrote.

10/17/2026

History shows that the markets and the economy flourished when rates were even higher than today’s. But, our columnist notes, those times didn’t last.

10/16/2026

When even high-income consumers feel pinched, you know lifestyle creep and rising fixed expenses can strain any budget—making it essential to give each raise a purpose before spending it.

10/15/2026

As the United States faces the greatest wealth transfer in history, some people are turning to therapists to help them pass on their assets in a way that preserves harmony.

10/14/2026

Did bond yields rise because the economy is strong or because America’s credibility is on the line?

10/13/2026

People describe their return to physical media – whether to protect data, support artists, or retain control of one’s choices.

10/12/2026

The Fed official said inflation was the central bank's 'big challenge.'

10/11/2026

The world has never been richer on paper—but with asset values and debt rising faster than the real economy, interest rates may hold the key to what comes next.

Address

Tustin, CA

Opening Hours

Monday 6:30am - 3:30pm
Tuesday 6:30am - 3:30pm
Wednesday 6:30am - 3:30pm
Thursday 6:30am - 3:30pm
Friday 6:30am - 1pm

Website

Alerts

Be the first to know and let us send you an email when Summit & Surf Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Summit & Surf Wealth Management:

Shortcuts

Share