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.
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.
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.