Summit Financial Networks

What sets Summit and Cetera apart? Advisors who know the difference.

Rick Bergstrom and the 7G Wealth Management team have joined Summit, citing the value of a relationship-first culture and direct access to leadership—key factors that continue to set our community apart.

https://www.prnewswire.com/news-releases/cetera-welcomes-former-commonwealth-advisor-rick-bergstrom-and-his-7g-wealth-management-team-with-approximately-240-million-in-aua-302782423.html

Rick and his team have built a practice dedicated to serving public-sector professionals and helping them create long-term, generational wealth—making them an exceptional fit for Summit.

Proud to welcome a team so deeply committed to their clients and community.

Markets are high, risks are real—but so are opportunities. With solid growth and cash on the sidelines, pullbacks don’t have to be scary. Staying flexible and opportunistic still matters.

Record Highs Meeting Rising Risks: Stay Opportunistic Amid Potential Volatility Markets are at record highs—but it’s not all smooth sailing. Inflation and global headlines may stir up some bumps, and rate cuts may be harder to come by.…

This Monthly Recap summarizes market performance, major events and news from April 2026. Read more here:

April 2026 Monthly Recap U.S. stocks strongly rallied in April, with investors shaking off geopolitical headwinds, rising inflation concerns, and intense oil volatility, thanks to…