• SOLID GROWTH
    SAFELY MANAGED
    TRUSTED ADVICE

  • SOLID GROWTH
    SAFELY MANAGED
    TRUSTED ADVICE


Wealth      
Management

Wealth Management is much more than simply investment management. It is a comprehensive, high level, professional service designed primarily for high-net worth individuals. At Summit, wealth management is a collaborative effort. Learn More


Investment  
Management

Successful investment management increasingly requires consideration of complex economics and globally interconnected risks and investment opportunities. We take these matters into account when developing portfolios. Learn More


Financial
Planning

You deserve a well-constructed, rock-solid financial plan with clearly defined steps for implementation and successful outcomes. Ever changing laws and regulations make comprehensive financial planning critical. Learn More


Business
Solutions

Summit offers business owners a variety of services designed to add to their revenues and to help avoid or fix critical and costly issues with 401(k) plans. And we can help with success planning, enabling the next generation to become tomorrow’s leaders. Learn More

EXPECT MORE AND GET IT

COMFORT

Comfort in knowing your financial affairs are in order.

Summit engages in collaborative and comprehensive wealth management.

We consistently and systematically take care of your financial life so you may concentrate on what matters most to you.

CONFIDENCE

Confidence in knowing your trust is well placed with Summit’s advisors who collectively helped hundreds of clients for many years. In some cases, we are working with second and third generations.

Summit works for you, and is not beholden to anyone but you. Compensation is based your success, not on selling you something.

CLARITY

Clarity in knowing you have full transparency and disclosure of risks and fees. Summit takes great pride in our client advocacy and education initiatives through timely communications.

Summit’s consistent philosophy, principles, and processes are well documented and published. We have literally written the book on wealth management.

The True Wealth™ Planning Process

Expect more and get it! We are dedicated to providing world-class service and we never stop working to exceed expectations.

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HOW TO GET STARTED

1. Discover the value we bring
2. Consult with our True Advisors
3. Put Summit to work for you
4. Live a better life financially

 

I WANT A TRUE ADVISOR™

Find out what Summit can do for your financial future.

 

FIND AN ADVISOR

EDUCATION

Learn more about our commitment to client advocacy and education.

 

LEARN MORE