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BEST IN CLASS SERVICE, REAL RESULTS
At Summit, our commitment to exceptional service started the day we were founded, and it remains at the center of all we do. We are proud of the lifelong relationships we maintain with our clients. Whether it’s a strategic discussion that puts a savings plan into motion, the ongoing management of your hard-earned money, or the management of distributions in retirement, we systematically care for your wealth.
CONFIDENCE, COMFORT, AND CLARITY
We help you reach your financial peak through financial planning, investment management, and business solutions.
With every step, we share risks and benefits. Through various forms of communication and published works, we keep you up to date on what’s happening with your own investments and the financial world around us.
WHO IS SUMMIT WEALTH?
Founded in 1982, we are an integrated team of financial experts who care for your wealth, so you can focus on what matters to you.
It’s our privilege to work with second and third generations of families. Our clients are our top priority. They are the reason we do the work we do.
OUR SERVICES
WEALTH MANAGEMENT
Wealth management is much more than investment management. It is a comprehensive, premium service that uses custom-designed strategies to meet your unique goals and needs.
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 to success.
BUSINESS SOLUTIONS
Summit offers business owners a variety of services designed to increase revenue and help avoid or fix critical and costly issues with 401(k) plans. We can also help with long-term success and succession planning, enabling the next generation to become tomorrow’s leaders.
VALUE OF SUMMIT
WE TAKE OUR ROLE AS TRUSTED FINANCIAL ADVISORS SERIOUSLY. WE ARE OBLIGATED ONLY TO OUR CLIENTS. WE OFFER UNBIASED, REAL SOLUTIONS THAT IMPACT THE LONG TERM.
LIVING A WELL INFORMED FINANCIAL LIFE
FOR OVER 30 YEARS, OUR PRIMARY GOAL HAS REMAINED THE SAME, TO PROVIDE OUR CLIENTS WITH CLARITY AND CONFIDENCE WHILE BUILDING CUSTOMIZED SOLUTIONS DESIGNED TO CONTINUALLY WORK FOR THEM
OUR TEAM
OUR BLOG
Bunching Deductions and DAFs
The year 2018 was the first year with the Tax Cuts and Jobs Act tax rules in action. The results […]
The SECURE Act: What You Need to Know
On Friday, December 20th, 2019, the Setting Every Community Up for Retirement Enhancement Act, aka the “SECURE Act,” was passed […]
Navigating the Retirement Risk Zone: How to Avoid Running Out of Money, Part 2
During this period, exposure to a sequence of return risk is a serious concern. With this risk, a series of […]