In a world of information overload and growing complexity, it’s critical to have a trusted advisor who can bring clarity to your finances by guiding you through the clutter and helping you focus on what’s most important. We are dedicated to helping the individuals and families we serve to live confidently free from money worries.
Our collaborative and comprehensive Wealth Management services incorporate investment management, wealth planning and other specialized services tailored specifically to you. Depending on your needs, our custom services might include advice related to tax optimization, risk management, asset protection, retirement income, family legacy, or charitable gifting.
By combining our depth of experience, comprehensive services, and innovative approach, we deliver a personalized wealth management experience that helps maximize your potential for reaching your goals. We consistently and systematically take care of your financial affairs, so you may concentrate on the people and things that matters most to you.
Summit’s prestigious investment committee brings together an evidence-based approach supported by academic research and state-of-the-art technology. We believe in managing risk while respecting and protecting your wealth. Summit believes that a solid, disciplined approach and global diversification are key for successful long-term investors. That’s what we are long-term investors, seeking lifelong success!
The primary investment strategies we utilize offer lower taxes and trading costs, broad diversification, strategic allocations, and planned rebalancing, giving you the best opportunity to attain higher returns at your preferred risk level. At Summit, your money is held and protected by an institutional service custodian of your choosing such as TD Ameritrade, Charles Schwab, or Fidelity. We protect and preserve first, before optimizing your wealth.
When working with Summit, you not only understand the “what and how” of our recommendations, you understand why. We strive to keep things simple, efficient, and effective. Your progress is continually monitored to make sure your financial plan stays on track and in alignment to reach your goals. You are informed through our ongoing pro-active communications, affording you the confidence to pursue other interests and enjoy your life’s work.