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 TEAM
Amanda E. Pate, CFP®
Senior Relationship Manager
Jason Print, CFP®
Co-President & CEO
Chad A. Warrick
Co-President & CEO
Alyssa Ferraro
Client Experience Manager
Andrew Dickens
Director of Pension Services
Dr. Mitch Levin
Senior Consultant
Nicole Bobek
Client Relationship Manager
Chad Leatherwood, CFP®
Wealth Advisor
Brad Towle
Senior Wealth Advisor
Kristiana Daniels, CFP®
Senior Relationship Manager
Jeffrey Janson, CFP®, AIFA®
Senior Wealth Advisor
Joseph M. Browne
Emeritus Advisor
Dawn Penny
Client Service Specialist
Owen Morrow
Client Service Specialist
Travis Martin
Client Service Specialist
Teresa Turner
Accounting Clerk
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 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.
SUMMIT INSIGHTS
Our Blog
THE DAWNING OF THE AMAZON EFFECT
The Amazon Effect is a term created to describe the ongoing evolution and disruption of retail markets, due to an increase in e-commerce. As Amazon has grown, its effect over a vast array of products, and both physical and online retail, is astounding. The term itself, “Amazon Effect,” is an acknowledgment of Amazon’s continuing domination of all facets of the retail environment.
SUMMIT SOCIAL SECURITY SNIPPETS
8 Tips to help you get the most out of your Social Security benefit:
Earned & Entitled
To obtain Social Security credits, the Social Security Administration reviews the amount of money you earn from work for which you have paid Social Security payroll tax. You must work for at least ten years and earn a minimum of 40 credits.
THE RISKY BUSINESS OF STABILITY
We’ve had a remarkable recovery since the Great Recession of 2008 and 2009. The markets have been on a bull run for over nine years now. The Dow Jones has had it’s longest and most significant recovery since World War II. The S&P 500 is likewise having its second longest and largest recovery since the technology rally of the nineties.
PLANNING FOR LONG-TERM CARE
One of the most significant concerns expressed by many of our clients is the unknown cost of healthcare during retirement. In addition to the price of basic healthcare, it’s the variable cost of long-term care, should the need arise, that can be difficult to plan for.
NAVIGATING THE RETIREMENT RISK ZONE: HOW TO AVOID RUNNING OUT OF MONEY
In part 1 of this article, we discussed the importance of your financial decisions during what has been called the Retirement Risk Zone, or the period 5-10 years before retirement through 5-10 years after your retirement date. During this period, exposure to a sequence of return risk is a serious concern.
CYBERCRIME’S NEW BUSINESS MODEL
The evolution of cybercrime in recent years has less to do with hacker’s technical tools and everything to do with a new business model. In 2007, when hackers stole 45.6 million credit card numbers from T.J. Maxx servers, it catapulted the issue of “cybercrime” to national prominence and directly affected the lives of 13 out of every 100 Americans.