Print Page   |   Contact Us   |   Your Cart   |   Report Abuse   |   Sign In
Ernest C'DeBaca, Summit Wealth Group
Profile Pages More
Photo Not Available
Connections  (1)
Last updated: 7/26/2016
Ernest C'DeBaca, Summit Wealth Group
Primary Member
Professional Information
Summit Wealth Group
13463 E Del Timbre Dr
85259  United States
 [ Map ]
480 216-9192 (Phone)
  Finance - Financial Planners, Finance - Financial Services, Finance - Insurance, Finance - Life Insurance, Finance - Property Insurance, Finance - Tax Services, Law - Wills and Estates Lawyers
  Provide comprehensive advice on securities law matters with a focus on both registered and private investment companies, investment management regulation and broker-dealer / advisor regulation. Consult on private equity issues including venture, seed and bridge funding as well as private investment funds.

Advise on estate, tax and trust issues, federal and state securities laws, insurance law and general business and corporate law. Structure, implement and counsel on retirement plans and structured settlements for individuals, businesses and other professionals. Design and implement complex risk management solutions for HNW clients. Structure and advise clients on sophisticated asset protection strategies. Consult on securities law and compliance issues through limited engagements.

Provide financial planning and wealth management to family offices, business owners and professionals. Utilize legal background in trust, estate and tax law to provide comprehensive and sophisticated solutions for clients. Specialties include: estate and retirement planning, tax, asset protection and risk management solutions for business owners and professionals.

Advise both institutions and individuals on a diverse universe of operational, financial and legal issues. Consult on wealth management, financial and estate planning, strategic planning, project funding, distribution and sales strategies.
Personal Information
Additional Information
  Advertising, Business Liability Insurance, Discounts, Discounts on Office Supplies, Discounts on Shipping, Education, Employee Benefits, Health Insurance, Life Insurance, Networking, Property & Casualty Insurance, To support Arizona small businesses

May the Workforce be With You


Date: Friday, October 28, 2016
7:45 AM - 9:00 AM
GateWay Community College Copper Room


ASBA's Fantasy Lights Holiday Soiree


Date: Thursday, December 1st
6:00 PM - 9:00 PM
Stone House Pavilion at the Phoenix Zoo

Get $5k-$20 in Free Marketing: Make 2016 Your Year for Success!

In Business Magazine

Use In Business Magazine as a tool to reach your customers for 2016. Through Print, Online, Social Media, Email & Events, you can realize an additional $5k to $20k in free advertising with In Business Magazine over 2016.


Small is the New Black


What’s trending for 2016? Small Business! This year, resolve to support our local economy by “Thinking Small” at least one time each week! Need help finding a small biz? Visit! #ThinkSmallBiz


Allowing you to concentrate on what’s really important.

Low and Johnson Inc.

We understand the insurance needs of locally-owned businesses because we’re one, too. As an ASBA member backed by CNA, we’re dedicated to helping small businesses like yours safeguard all you've worked so hard to build.



ASBA 101


Date: Held monthly
Time: Click to check times
Location: Phoenix or Tucson


ASBA Speed Networking


Date: Every 2nd Tuesday of the Month
Time: 3:30 PM - 5:00 PM
Location: Phoenix or Tucson

You're important to us and we want to help protect you

Mutual of Omaha

and your family through the use of insurance products. As a valued association member, you have the opportunity to purchase an insurance policy with lower premiums and/or enhanced benefits not available to the general public. Click here to learn more.


Have questions on small business and health insurance?

Health Insurance

Get the latest on individual, sole proprietor, or group plans related to small business. We can help you find the right plan for you, and your employees. Click to learn more!


CopperPoint Insurance Companies

CopperPoint Mutual

CopperPoint Insurance is Arizona's premiere provider of workers compensation insurance. We've been providing coverage and advocating for Arizona businesses, small and large, throughout the state since 1925.


Association Management Software Powered by YourMembership  ::  Legal