We have clients located throughout the United States, and even in other countries. While we always enjoy meeting in person, we understand it is often not possible or convenient. Thanks to technology, we have the capability to use web-based video conferencing to meet with you from the comfort of your own home!

Benefits of meeting with a Summit Financial Advisor remotely:

• Time: Save travel time and costs
• Convenience: Conference multiple people from any location onto the same call (spouse, kids, parents)
• Service: Take full advantage of the services Summit offers from anywhere in the country
• Security: Share confidential information securely through our secured portals
• Relationship: Experience the relationship and trust-building process with your advisor through face-to-face interaction

When it comes to creating an investment strategy, it’s important to realize that every person has unique, deeply personal objectives, goals, expectations, and risk levels. We believe there is no one-size-fits-all approach when building an investment strategy.

Complete this questionnaire to begin your complimentary consultation. At the end of the questionnaire, you will be assigned a risk score which we will analyze and follow up with a phone call to discuss!