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 between advisors and their clients. 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 broadly diversified, properly allocated, and strategically rebalanced portfolios that are essential for your long-term success. 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. At Summit, helping you achieve your financial goals is our job. 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