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
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
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
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 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 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 on your success, not on selling you something.
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 Summit Planning Process
HOW TO GET STARTED
2. Consult with our Wealth Advisors
3. Put Summit to work for you
4. Live a better life financially
I WANT A SUMMIT ADVISOR
Learn more about our commitment to client advocacy and education.