The Summit Club
You've made the climb. Now help someone find the trail.
Some of the best relationships we have ever built started with a simple introduction.
The Summit Club is our way of saying thank you.
Over more than four decades, some of the most meaningful relationships we have built began the same way: with an introduction from someone who already trusted our team.
When a client, friend, or colleague introduces someone they care about to our team, it tells us something important. It tells us that the work we do together has mattered enough to share. That kind of trust is not something we take lightly.
The Summit Club is our answer to a question we have been asking ourselves for years: how do we say thank you in a way that actually means something?
We love our clients. We want to meet more people like them.
The people we serve best share something in common: they value long-term thinking, appreciate coordinated guidance, and care deeply about the people they love. When you introduce someone to our team, you are helping us find more of the families we are built to serve.
Meaningful ConnectionsSome of the most meaningful client relationships we have built began with a simple introduction. When someone who values our work brings a friend or family member to the conversation, we are grateful for the opportunity to connect. |
Thoughtful GrowthWe are not trying to grow for the sake of growing. We want to serve more people who are navigating real financial complexity and looking for a team that takes a coordinated, long-term approach. Introductions help us find them. |
Community by DesignThe Summit Club exists because we believe the best firms are built on relationships, not transactions. Every introduction is an opportunity to help someone in our community get the kind of coordinated attention their financial life deserves. |
Because words alone are not enough
A Welcome Gift
A Curated Welcome GiftEvery Summit Club member receives a curated welcome gift chosen specifically for them as a genuine expression of our gratitude. |
A Gift in Your Honor
$100 Scholarship DonationFor each qualifying introduction, we make a $100 donation in your name to a scholarship or university fund of your choice. If you do not have a preferred fund, we direct the gift to the Cheryl Ann Babb Memorial Scholarship at Northern Arizona University, supporting future educators. |
The Summit Experience
An Exclusive InvitationSummit Club members are invited to a unique Northern Arizona experience created around connection, gratitude, and celebration. We are planning something special and will be sharing details by personal invitation. |
Simple and thoughtful by design
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Step One
Make an IntroductionIntroduce someone you care about who may benefit from a conversation with our team. |
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Step Two
We Reach OutOur team makes a connection with them and determines whether our services are a genuine fit. |
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Step Three
We Say Thank YouWhen the connection leads to a meaningful visit with our team, we welcome you into the Summit Club. |
The people you introduce are never pressured to become clients. We are simply grateful for the opportunity to help.
Summit Club FAQ
Who may be invited to join?Summit Club membership is extended at our discretion to clients and friends whose introductions have led to meaningful connections with our team and are a genuine fit for the work we do. |
How does membership work?When an introduction is a fit for our services and the individual meets with our team, membership may be extended at our discretion. Each qualifying introduction also results in a $100 scholarship donation made in your name. |
Is there any cost or obligation?None. Membership is complimentary and carries no cost, commitment, or obligation of any kind. |
What counts as a qualifying introduction?A qualifying introduction is someone who may benefit from our services and appears to be a good fit for the work we do. Our team will determine whether our services are likely to meet their needs before scheduling a visit. |
Can I choose which scholarship receives the donation?Yes. For each qualifying introduction, you may direct your $100 donation to any scholarship or university fund of your choice. If you do not have a preference, we direct the gift to the Cheryl Ann Babb Memorial Scholarship at Northern Arizona University. |
What is the Summit Experience?The Summit Experience is an exclusive gathering for Summit Club members held in Northern Arizona. We are planning something special and will share details with members by personal invitation. |
What is Summit Legacy?Summit Legacy is a lifetime recognition extended by personal invitation to a small number of individuals whose long-standing relationships with our firm have brought multiple families into our community over the years. |
Do the people I introduce become clients?Not necessarily. Whether they become clients or simply gain clarity from a conversation, we are grateful for the introduction. There is never any expectation or requirement that they move forward with our services. |
A Lifetime Recognition
Some of the relationships we treasure most have grown over many years and many introductions. Summit Legacy is our highest expression of gratitude, extended personally to those whose long-standing support has helped multiple families connect with our team.
A recognition reserved for those who have repeatedly entrusted friends, family members, and colleagues to our care.
Know someone we should meet?
If someone in your life might benefit from a conversation with our team, we would be honored to connect with them.
Refer & Join the ClubWe will reach out and only move forward if our services appear to be a genuine fit for their needs.
Not sure where to start?
If you would rather talk it through first, we are happy to connect. A conversation with our team is always low-key and comes with no expectation of moving forward.
The Summit Club is a client appreciation program offered by Babb Financial Group, LLC, Babb Wealth Advisors, LLC, and Babb Tax Advisors, LLC. Membership and related recognition are extended at the firms' discretion as expressions of gratitude and are not compensation for investment advisory referrals. Introductions do not obligate any person to engage our services. The Summit Club program, its associated benefits, and any related recognition may be modified, suspended, or discontinued at any time without prior notice.