"Saving for retirement is an investment into future experiences, and connecting your money with what matters is the goal."
Jeremy Wood is a Accredited Investment Fiduciary® and Managing Partner at Summit Oak Advisors. He focuses on helping seasoned and emerging professionals, multi-generational families, and retirement-minded individuals navigate financial decisions with clarity and confidence. His goal is to empower people to live their unique life with his guided financial approach.
Jeremy is known for his thoughtful planning approach and his commitment to helping clients build a secure, and purposeful retirement. He works closely with each client to simplify complexity, create personalized strategies, and support long-term financial wellbeing.
A Utah native and a graduate of Utah State University, he enjoys mountain biking and skiing with his family. He resides in Salt Lake County.