Summit Ridge Financial Group, LLC.

One of the biggest misconceptions we see is that building wealth is only about investments.

In reality, some of the most important decisions families make have nothing to do with the market at all.

Things like:
• outdated beneficiaries
• lack of organization
• old 401(k)s left behind
• missing documents
• unclear wishes for family members
• no retirement income strategy

can create far more stress for families than market volatility ever does.

The families who tend to feel the most confident financially usually are not the ones with perfect situations. They are the ones who stay organized, ask questions, and are willing to have conversations most people avoid. 🤍

Summit Ridge Financial Group
300 Green ave. Gillette, WY
(307)-686-2157

In a world where financial planning can feel overwhelming or impersonal, we believe relationships still matter most.

At Summit Ridge Financial Group, our goal has never been to simply help clients build wealth: it’s to help families and business owners feel supported, informed, and cared for through every stage of life.

We’re proud to combine modern financial strategies with the kind of small-town care, communication, and relationships that never go out of style. 🤍

Summit Ridge Financial Group, LLC
300 Green ave. Gillette, WY
(307)-686-2157

With the news of the first trillionaire officially in existance, we are having a ton of fun reading all of the different ways to conceptualize that amount of money.

Have you heard this one yet?

💸 A trillion dollars is so much money that if it earned just 5% annually, you'd make over $136 million a DAY doing absolutely nothing. 💸

What's the craziest explanations you've seen???

Some updates hit harder than expected, and Hoskinson Health and Wellness announced closure is one of those moments for many people.

When a familiar place changes, it can leave people feeling unsettled in ways that are bigger than one headline. If you are also navigating a job change or financial questions at the same time, that weight can add up fast.

One helpful step is simply getting a clearer picture of where things stand today. We can generate portfolio comparisons to bring more context to an uncertain moment.

You are not alone, even when life feels like it is changing all at once.

Call our office or send us an email and we will get you scheduled ASAP to help guide your path.

Summit Ridge Financial Group
📍 300 Green ave. Gillette, WY
📞 (307)-686-2157
📨 [email protected]

🎉 Happy Birthday, Madison! 🎉

Co-Founder. Owner. Financial Advisor. Tech Support. Troubleshooter. Printer Whisperer. 💻🖨️😂

For someone who's vertically efficient, you somehow manage to wear more hats than anyone in the office.

Wishing you a birthday filled with cake, laughter, and a day where nobody asks, “Madison, can you take a quick look at my printer?” 🎂🥳

—Your Summit Ridge Financial Group Family 💙

Over the past several years, one of the greatest blessings of building Summit Ridge Financial Group has been the relationships we’ve built within this community.

Being nominated for County 17’s Best Financial Advisor has been such a meaningful reminder of how lucky we are to work with so many incredible families and business owners across Wyoming.

Thank you to everyone who has supported, encouraged, and voted for us so far. Your support truly means the world to our small business. 🤍

And for those who asked — yes, voting can be done daily!

The office tried out the new Grilled Cheese food truck for lunch 🥪🧀

We all agreed.... absolutely delicious! 👍

The Melting Box

The sweetest stars aligned when Sonny’s son, Bryce, and Madison’s cousin, Zoe, surprised everyone by deciding to go to the A.B.L.E. prom together. 💙

ABLE (Achievable Beyond Limited Expectations) is an incredible local organization in Gillette that creates opportunities for individuals of all abilities to build friendships, confidence, life skills, and community. The impact they make is truly special.

Seeing Bryce and Zoe all dressed up and enjoying such a special night together was such a beautiful reminder of how important connection, belonging, and community truly are. We’re so thankful for organizations like ABLE that create spaces where people feel supported, valued, included, and celebrated. ✨

📸Photo credit: JLA Photography

We’re incredibly honored to share that Summit Ridge Financial Group was nominated for County 17’s Best Financial Advisor. 🤍

As a small, relationship-centered firm, this recognition means more to us than we can properly put into words. Every conversation, review, phone call, business meeting, and family we have the privilege of helping is something we never take for granted.

To our clients, friends, family, and community: thank you for your trust, support, and encouragement over the years. We truly love what we do and the people we get to do it with.

If you feel we’ve made a positive impact in your life or business, we would be incredibly grateful for your vote and support.

Most of all, thank you for allowing us to be part of this amazing community. 🤍

📮https://bit.ly/3RNwLEh

Summit Ridge Financial Group
300 Green ave. Gillette, WY
(307)-686-2157

Halfway through the year is a great time to pause and review your financial goals, retirement plans, and beneficiary information. Small check-ins today can help create more confidence and clarity for the future.

Summit Ridge Financial Group
300 Green ave. Gillette, WY
(307)-686-2157