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.
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.
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.
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.
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.
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.
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.
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
Much has been made of the rise and power of a new clan of retail investors. This new type of […]
The purpose of the family meeting is to communicate openly, either in very general or specific terms, your current financial […]
The election of 2020 is currently being advertised as one of the most historic elections. However, from our perspective, we […]